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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$8.11M
3 +$7.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.72M
5
VTV icon
Vanguard Value ETF
VTV
+$3.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.65%
2 Communication Services 2.92%
3 Consumer Staples 2.46%
4 Financials 1.85%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.2%
+3,717
77
$174K 0.16%
+3,230
78
$112K 0.1%
+11,611
79
$102K 0.09%
+11,637
80
$7K 0.01%
+400