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
101
$260K 0.15%
7,968
102
$255K 0.15%
755
-343
103
$250K 0.14%
3,203
-232
104
$247K 0.14%
2,528
+136
105
$245K 0.14%
1,152
-666
106
$245K 0.14%
+2,611
107
$244K 0.14%
5,205
-1,082
108
$244K 0.14%
+940
109
$244K 0.14%
+1,331
110
$239K 0.14%
9,586
+86
111
$237K 0.14%
6,728
+1,982
112
$228K 0.13%
4,295
-93
113
$227K 0.13%
+2,035
114
$227K 0.13%
+7,292
115
$226K 0.13%
+3,088
116
$226K 0.13%
+3,878
117
$224K 0.13%
1,385
-22
118
$219K 0.13%
+1,658
119
$219K 0.13%
+3,432
120
$219K 0.13%
9,981
121
$215K 0.12%
+2,512
122
$214K 0.12%
+1,119
123
$212K 0.12%
2,616
-106
124
$211K 0.12%
+103
125
$210K 0.12%
1,945
-15
2 3 4
5
6