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
$165M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.52M
3
+$588K
4
SNPS icon
Synopsys
SNPS
+$555K
5
AMT icon
American Tower
AMT
+$451K

Top Sells

1
+$1.86M
2
+$1.15M
3
+$1.02M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$572K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 11.54%
2 Healthcare 7.51%
3 Financials 5.44%
4 Consumer Discretionary 4.53%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.4%
8,464
+1,306
52
$651K 0.4%
22,406
-1,345
53
$639K 0.39%
4,419
+592
54
$634K 0.39%
10,077
+1,614
55
$620K 0.38%
3,754
+2,602
56
$619K 0.38%
2,229
+1,474
57
$608K 0.37%
50,574
-92
58
$596K 0.36%
28,388
+193
59
$595K 0.36%
1,095
+224
60
$590K 0.36%
22,984
+6,178
61
$588K 0.36%
+1,607
62
$588K 0.36%
1,863
+152
63
$575K 0.35%
1,191
+118
64
$575K 0.35%
4,073
+2,063
65
$561K 0.34%
11,234
-37,334
66
$556K 0.34%
6,090
+3,572
67
$555K 0.34%
+1,829
68
$551K 0.33%
10,233
-4,714
69
$545K 0.33%
2,398
+257
70
$543K 0.33%
9,212
+2,559
71
$535K 0.33%
1,418
+2
72
$517K 0.31%
10,202
+1,362
73
$514K 0.31%
12,267
-436
74
$506K 0.31%
23,181
+284
75
$502K 0.31%
5,088
+2,477
1 2
3
4 5