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
$282M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.9M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$895K
2
+$845K
3
+$478K
4
BA icon
Boeing
BA
+$475K
5
JNJ icon
Johnson & Johnson
JNJ
+$456K

Sector Composition

1 Technology 17.9%
2 Financials 6.34%
3 Consumer Discretionary 6.06%
4 Healthcare 5.31%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.41%
16,252
-1,450
52
$1.1M 0.39%
1,758
+223
53
$1.09M 0.39%
20,808
+630
54
$1.08M 0.38%
6,872
-2,912
55
$1.06M 0.37%
2,173
+59
56
$1.03M 0.36%
6,637
-579
57
$1.01M 0.36%
9,308
-732
58
$1M 0.36%
3,808
+208
59
$978K 0.35%
52,017
-25,416
60
$972K 0.34%
28,022
-99
61
$968K 0.34%
4,540
+438
62
$949K 0.34%
8,757
-7,794
63
$927K 0.33%
18,441
+639
64
$922K 0.33%
2,628
+466
65
$895K 0.32%
3,285
+968
66
$865K 0.31%
19,733
+3,761
67
$862K 0.31%
1,674
+120
68
$809K 0.29%
5,422
-1,134
69
$805K 0.29%
23,703
-214
70
$795K 0.28%
3,573
+1,875
71
$793K 0.28%
31,994
+373
72
$787K 0.28%
29,516
-231
73
$762K 0.27%
49,086
74
$755K 0.27%
7,163
+96
75
$753K 0.27%
9,036
+63
1 2
3
4 5