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
$385M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.96M
3
+$1.73M
4
PG icon
Procter & Gamble
PG
+$1.09M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$565K
2
+$526K
3
+$458K
4
VTV icon
Vanguard Value ETF
VTV
+$414K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$329K

Sector Composition

1 Technology 22.25%
2 Financials 6.96%
3 Healthcare 6.81%
4 Consumer Discretionary 6.18%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.36%
2,334
+215
52
$1.34M 0.35%
47,625
+17,957
53
$1.31M 0.34%
8,364
+1,436
54
$1.27M 0.33%
5,229
-81
55
$1.26M 0.33%
7,615
+1,154
56
$1.22M 0.32%
11,672
+365
57
$1.19M 0.31%
2,678
+372
58
$1.18M 0.31%
29,850
+4,988
59
$1.17M 0.3%
7,444
-684
60
$1.16M 0.3%
3,756
+237
61
$1.15M 0.3%
53,490
-474
62
$1.14M 0.3%
15,759
-1,458
63
$1.14M 0.3%
2,695
-18
64
$1.13M 0.29%
3,406
+617
65
$1.13M 0.29%
7,856
-996
66
$1.13M 0.29%
10,582
+939
67
$1.12M 0.29%
4,371
-3
68
$1.11M 0.29%
17,446
+3,172
69
$1.07M 0.28%
30,669
+11,004
70
$1.07M 0.28%
31,922
+1,928
71
$1.01M 0.26%
9,209
+993
72
$1.01M 0.26%
5,840
+198
73
$1.01M 0.26%
2,954
+276
74
$990K 0.26%
6,212
+422
75
$988K 0.26%
4,529
-12
1 2
3
4 5