EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.8M
3
+$8.52M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Top Sells

1
+$4.85M
2
+$1.84M
3
+$1.73M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.43M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.28M

Sector Composition

1 Technology 15.66%
2 Financials 6.2%
3 Communication Services 4.72%
4 Consumer Discretionary 4.37%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.19%
3,167
+1,057
77
$1.61M 0.19%
11,017
+899
78
$1.58M 0.18%
12,773
+1,331
79
$1.57M 0.18%
2,985
+780
80
$1.51M 0.17%
7,356
-2
81
$1.5M 0.17%
10,499
-360
82
$1.49M 0.17%
8,126
+1,725
83
$1.48M 0.17%
5,429
-685
84
$1.47M 0.17%
6,606
+1,138
85
$1.45M 0.17%
15,593
+3,552
86
$1.42M 0.16%
5,086
-46
87
$1.42M 0.16%
5,745
+689
88
$1.41M 0.16%
11,909
+3,475
89
$1.38M 0.16%
2,226
+297
90
$1.37M 0.16%
3,471
+17
91
$1.36M 0.16%
4,254
+267
92
$1.36M 0.16%
44,000
+718
93
$1.35M 0.16%
10,057
-2,738
94
$1.31M 0.15%
3,363
-613
95
$1.3M 0.15%
2,973
+224
96
$1.24M 0.14%
9,418
-352
97
$1.24M 0.14%
4,644
+687
98
$1.24M 0.14%
6,050
+4,206
99
$1.23M 0.14%
30,614
+590
100
$1.22M 0.14%
5,155
+87
2 3
4
5 6