EFG

Everhart Financial Group Portfolio holdings

AUM $865M
1-Year Est. Return 22.62%
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.9M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$895K
2
+$845K
3
+$478K
4
BA icon
Boeing
BA
+$475K
5
JNJ icon
Johnson & Johnson
JNJ
+$456K

Sector Composition

1 Technology 17.9%
2 Financials 6.34%
3 Consumer Discretionary 6.06%
4 Healthcare 5.31%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.9%
18,115
+984
27
$2.49M 0.88%
6,988
+375
28
$2.49M 0.88%
32,319
+22,673
29
$2.42M 0.86%
102,248
-4,820
30
$2.25M 0.8%
3,867
+260
31
$2.08M 0.74%
20,776
-2,815
32
$2.01M 0.71%
3,811
+549
33
$1.98M 0.7%
38,822
+7,151
34
$1.9M 0.67%
+7,234
35
$1.87M 0.66%
7,202
+953
36
$1.72M 0.61%
15,450
+2,350
37
$1.62M 0.57%
2,456
+417
38
$1.58M 0.56%
3,612
-111
39
$1.5M 0.53%
2,519
+196
40
$1.4M 0.49%
2,924
+465
41
$1.33M 0.47%
8,990
+633
42
$1.32M 0.47%
3,808
+659
43
$1.32M 0.47%
32,590
+406
44
$1.31M 0.46%
18,209
+2,432
45
$1.26M 0.45%
26,273
-2,656
46
$1.23M 0.43%
4,140
+916
47
$1.22M 0.43%
2,866
+274
48
$1.21M 0.43%
5,222
+298
49
$1.18M 0.42%
6,967
-654
50
$1.17M 0.41%
11,064
-3,160
1
2
3 4 5