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
$173M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.28M
3
+$1.22M
4
AMZN icon
Amazon
AMZN
+$675K
5
CVX icon
Chevron
CVX
+$623K

Top Sells

1
+$2.06M
2
+$613K
3
+$452K
4
NFLX icon
Netflix
NFLX
+$413K
5
ADBE icon
Adobe
ADBE
+$380K

Sector Composition

1 Technology 10.48%
2 Consumer Discretionary 4.21%
3 Healthcare 4.14%
4 Financials 4.04%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.29%
4,204
+1,075
77
$494K 0.29%
7,310
-150
78
$488K 0.28%
3,026
+598
79
$475K 0.27%
5,968
+60
80
$471K 0.27%
+3,431
81
$463K 0.27%
+16,806
82
$450K 0.26%
+8,840
83
$446K 0.26%
6,341
+10
84
$441K 0.25%
+1,063
85
$430K 0.25%
7,745
-373
86
$417K 0.24%
5,086
+221
87
$405K 0.23%
4,894
+835
88
$386K 0.22%
5,351
-634
89
$377K 0.22%
11,701
90
$377K 0.22%
+6,653
91
$365K 0.21%
4,348
-43
92
$351K 0.2%
+7,237
93
$302K 0.17%
16,430
+298
94
$292K 0.17%
+2,887
95
$273K 0.16%
2,130
96
$270K 0.16%
+1,444
97
$270K 0.16%
4,023
+557
98
$266K 0.15%
+975
99
$262K 0.15%
+9,700
100
$261K 0.15%
+2,010
2 3
4
5 6