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
76
$1.27M 0.26%
10,536
+360
77
$1.26M 0.26%
6,951
+109
78
$1.24M 0.26%
19,925
-851
79
$1.23M 0.25%
52,868
-364
80
$1.22M 0.25%
3,710
+368
81
$1.22M 0.25%
2,739
-134
82
$1.19M 0.25%
10,162
+1,519
83
$1.19M 0.24%
8,302
+617
84
$1.18M 0.24%
3,936
+221
85
$1.18M 0.24%
24,643
-856
86
$1.17M 0.24%
3,245
+75
87
$1.17M 0.24%
10,322
+221
88
$1.15M 0.24%
4,778
+264
89
$1.14M 0.23%
49,864
+2,551
90
$1.09M 0.23%
1,865
+556
91
$1.07M 0.22%
29,223
+1,142
92
$1.05M 0.22%
10,586
-1,464
93
$1.05M 0.22%
9,978
-54
94
$1.04M 0.21%
2,088
-84
95
$1.04M 0.21%
1,668
+1,073
96
$1.03M 0.21%
8,886
-434
97
$1.03M 0.21%
31,775
-1,534
98
$1.01M 0.21%
26,767
-182
99
$998K 0.21%
6,563
-1,957
100
$995K 0.2%
2,051
+10
2 3
4
5 6