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
$165M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.52M
3
+$588K
4
SNPS icon
Synopsys
SNPS
+$555K
5
AMT icon
American Tower
AMT
+$451K

Top Sells

1
+$1.86M
2
+$1.15M
3
+$1.02M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$572K
5
AAPL icon
Apple
AAPL
+$487K

Sector Composition

1 Technology 11.54%
2 Healthcare 7.51%
3 Financials 5.44%
4 Consumer Discretionary 4.53%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$382K 0.23%
4,122
+1,235
102
$382K 0.23%
6,323
-18
103
$378K 0.23%
4,867
-219
104
$376K 0.23%
2,331
-709
105
$374K 0.23%
+3,892
106
$367K 0.22%
7,974
+3,679
107
$357K 0.22%
5,113
+219
108
$354K 0.22%
8,304
-1,105
109
$346K 0.21%
2,246
+915
110
$344K 0.21%
+3,362
111
$337K 0.2%
3,140
+1,105
112
$334K 0.2%
2,845
-181
113
$330K 0.2%
+1,575
114
$320K 0.19%
2,342
+1,223
115
$317K 0.19%
+2,170
116
$312K 0.19%
+925
117
$310K 0.19%
+1,703
118
$306K 0.19%
1,816
-526
119
$303K 0.18%
+6,396
120
$300K 0.18%
+1,066
121
$291K 0.18%
+893
122
$288K 0.18%
+5,649
123
$286K 0.17%
+1,159
124
$283K 0.17%
+1,073
125
$276K 0.17%
+1,147
3 4
5
6 7