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
$242M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$905K
3
+$895K
4
AMZN icon
Amazon
AMZN
+$773K
5
STXV icon
Strive 1000 Value ETF
STXV
+$752K

Top Sells

1
+$8.62M
2
+$385K
3
+$372K
4
A icon
Agilent Technologies
A
+$314K
5
TMO icon
Thermo Fisher Scientific
TMO
+$280K

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.58%
3 Healthcare 5.54%
4 Financials 5.35%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.42%
1,864
+105
52
$958K 0.4%
2,436
+298
53
$956K 0.4%
6,074
-169
54
$941K 0.39%
4,758
+2,921
55
$918K 0.38%
3,379
+391
56
$917K 0.38%
8,047
+893
57
$905K 0.37%
2,055
+653
58
$905K 0.37%
+44,614
59
$902K 0.37%
26,455
+928
60
$872K 0.36%
2,808
+437
61
$833K 0.34%
13,826
+1,074
62
$829K 0.34%
6,152
-836
63
$820K 0.34%
15,841
+246
64
$798K 0.33%
32,520
-436
65
$797K 0.33%
4,108
-46
66
$785K 0.32%
6,595
+471
67
$752K 0.31%
+29,827
68
$750K 0.31%
+23,948
69
$716K 0.3%
3,388
+421
70
$714K 0.3%
9,256
-107
71
$704K 0.29%
2,420
+837
72
$703K 0.29%
9,476
+170
73
$693K 0.29%
+24,469
74
$680K 0.28%
2,230
+115
75
$664K 0.27%
1,450
+92
1 2
3
4 5