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
$145M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$2.13M
3 +$1.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.63M

Top Sells

1 +$503K
2 +$428K
3 +$415K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$285K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$267K

Sector Composition

1 Technology 6.68%
2 Communication Services 4.73%
3 Financials 3.23%
4 Consumer Discretionary 2.3%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,663