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
$173M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.28M
3
+$1.22M
4
AMZN icon
Amazon
AMZN
+$675K
5
CVX icon
Chevron
CVX
+$623K

Top Sells

1
+$2.06M
2
+$613K
3
+$452K
4
NFLX icon
Netflix
NFLX
+$413K
5
ADBE icon
Adobe
ADBE
+$380K

Sector Composition

1 Technology 10.48%
2 Consumer Discretionary 4.21%
3 Healthcare 4.14%
4 Financials 4.04%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$687K 0.4%
8,859
-518
52
$679K 0.39%
30,834
53
$676K 0.39%
3,040
-263
54
$645K 0.37%
12,987
+3,522
55
$639K 0.37%
1,416
+43
56
$625K 0.36%
6,834
-504
57
$623K 0.36%
+3,827
58
$617K 0.36%
2,062
+457
59
$611K 0.35%
1,711
+484
60
$611K 0.35%
2,141
+284
61
$606K 0.35%
7,158
+1,467
62
$596K 0.34%
2,409
+778
63
$580K 0.34%
22,897
+279
64
$572K 0.33%
+12,078
65
$554K 0.32%
5,073
+2,238
66
$550K 0.32%
10,621
+2,472
67
$549K 0.32%
1,917
+657
68
$536K 0.31%
8,510
+2,820
69
$532K 0.31%
2,342
+941
70
$527K 0.3%
1,073
+178
71
$525K 0.3%
8,463
+3,147
72
$524K 0.3%
9,409
+2,827
73
$515K 0.3%
871
+218
74
$510K 0.29%
6,120
-97
75
$503K 0.29%
28,195
+14,421
1 2
3
4 5