EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.8M
3
+$8.52M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Top Sells

1
+$4.85M
2
+$1.84M
3
+$1.73M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.43M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.28M

Sector Composition

1 Technology 15.66%
2 Financials 6.2%
3 Communication Services 4.72%
4 Consumer Discretionary 4.37%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 0.59%
6,516
+749
27
$4.99M 0.58%
37,240
+2,870
28
$4.68M 0.54%
4,727
+511
29
$4.61M 0.53%
166,535
+12,740
30
$4.4M 0.51%
49,357
+4,866
31
$4.33M 0.5%
12,193
+954
32
$3.84M 0.44%
6,757
+1,594
33
$3.66M 0.42%
33,943
+461
34
$3.58M 0.41%
127,483
+444
35
$3.55M 0.41%
36,276
+3,847
36
$3.54M 0.41%
19,053
+676
37
$3.52M 0.41%
5,665
+238
38
$3.31M 0.38%
24,283
-107
39
$3.24M 0.37%
5,764
+246
40
$3.18M 0.37%
46,044
-18,568
41
$3.14M 0.36%
118,406
-4,080
42
$3.08M 0.36%
11,981
+1,937
43
$2.96M 0.34%
3,852
+480
44
$2.74M 0.32%
12,535
-532
45
$2.66M 0.31%
3,378
+879
46
$2.52M 0.29%
4,756
+977
47
$2.46M 0.28%
13,489
+1,252
48
$2.42M 0.28%
30,801
-554
49
$2.28M 0.26%
6,207
+722
50
$2.27M 0.26%
92,695
-1,372
1
2
3 4 5