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
$486M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.48M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.25M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M

Top Sells

1
+$720K
2
+$649K
3
+$648K
4
JNJ icon
Johnson & Johnson
JNJ
+$537K
5
BLK icon
Blackrock
BLK
+$536K

Sector Composition

1 Technology 23.28%
2 Financials 8.48%
3 Consumer Discretionary 7.28%
4 Communication Services 6.72%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.73%
127,591
-19,166
27
$3.51M 0.72%
128,601
-13,320
28
$3.43M 0.71%
38,526
+2,694
29
$3.34M 0.69%
31,020
-1,297
30
$3.27M 0.67%
55,428
+5,798
31
$3.21M 0.66%
3,499
+123
32
$3.18M 0.65%
10,069
+836
33
$3.07M 0.63%
17,280
+4,295
34
$3.05M 0.63%
5,177
+18
35
$2.91M 0.6%
3,261
+133
36
$2.85M 0.59%
31,574
+1,690
37
$2.45M 0.5%
4,651
+274
38
$2.26M 0.47%
29,249
-906
39
$2.2M 0.45%
+6,833
40
$2.17M 0.45%
4,292
-336
41
$2.16M 0.44%
4,008
+28
42
$2.13M 0.44%
12,793
+605
43
$2.09M 0.43%
5,378
+332
44
$2.04M 0.42%
78,991
-20,359
45
$1.99M 0.41%
1,880
+96
46
$1.92M 0.4%
5,751
+665
47
$1.89M 0.39%
26,271
+10,998
48
$1.83M 0.38%
24,457
+6,662
49
$1.8M 0.37%
23,741
+3,961
50
$1.71M 0.35%
34,206
-2,214
1
2
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