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
$486M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.48M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.25M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M

Top Sells

1
+$720K
2
+$649K
3
+$648K
4
JNJ icon
Johnson & Johnson
JNJ
+$537K
5
BLK icon
Blackrock
BLK
+$536K

Sector Composition

1 Technology 23.28%
2 Financials 8.48%
3 Consumer Discretionary 7.28%
4 Communication Services 6.72%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.34%
3,196
+150
52
$1.65M 0.34%
7,155
+116
53
$1.63M 0.33%
36,991
+2,300
54
$1.6M 0.33%
22,744
+834
55
$1.58M 0.33%
318
+60
56
$1.56M 0.32%
9,377
+738
57
$1.49M 0.31%
2,372
-100
58
$1.46M 0.3%
3,255
+90
59
$1.46M 0.3%
4,012
+156
60
$1.44M 0.3%
13,484
-3
61
$1.4M 0.29%
5,298
-136
62
$1.38M 0.28%
11,469
+928
63
$1.38M 0.28%
31,737
-169
64
$1.35M 0.28%
22,884
+2,094
65
$1.35M 0.28%
15,108
+932
66
$1.35M 0.28%
4,265
+125
67
$1.34M 0.28%
6,109
+484
68
$1.34M 0.28%
3,810
+126
69
$1.34M 0.28%
2,337
+176
70
$1.3M 0.27%
18,564
+1,897
71
$1.3M 0.27%
4,393
+966
72
$1.29M 0.26%
10,647
-1,076
73
$1.29M 0.26%
8,876
+1,076
74
$1.28M 0.26%
4,406
+440
75
$1.28M 0.26%
43,236
-64
1 2
3
4 5