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
76
$744K 0.26%
3,420
+866
77
$731K 0.26%
2,442
+114
78
$731K 0.26%
4,509
+371
79
$723K 0.26%
56,873
+3,711
80
$721K 0.26%
14,275
-2,581
81
$710K 0.25%
30,834
82
$704K 0.25%
5,435
+426
83
$686K 0.24%
4,197
+310
84
$678K 0.24%
191
+25
85
$670K 0.24%
5,618
+1,427
86
$670K 0.24%
948
+142
87
$667K 0.24%
19,795
-2,983
88
$665K 0.24%
5,781
+151
89
$663K 0.24%
1,396
-284
90
$658K 0.23%
1,951
+501
91
$642K 0.23%
4,356
+1,674
92
$641K 0.23%
10,440
-3,311
93
$624K 0.22%
8,164
-5,444
94
$603K 0.21%
1,369
+610
95
$603K 0.21%
19,717
-198
96
$596K 0.21%
4,014
-50
97
$585K 0.21%
5,311
-219
98
$584K 0.21%
2,705
-92
99
$580K 0.21%
34,579
+19,490
100
$576K 0.2%
5,654
+245
2 3
4
5 6