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
$282M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.9M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$895K
2
+$845K
3
+$478K
4
BA icon
Boeing
BA
+$475K
5
JNJ icon
Johnson & Johnson
JNJ
+$456K

Sector Composition

1 Technology 17.9%
2 Financials 6.34%
3 Consumer Discretionary 6.06%
4 Healthcare 5.31%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$568K 0.2%
+7,291
102
$562K 0.2%
22,194
-2,085
103
$554K 0.2%
7,556
-14
104
$554K 0.2%
3,837
+48
105
$546K 0.19%
2,094
-1,822
106
$532K 0.19%
9,009
+941
107
$530K 0.19%
205
+3
108
$527K 0.19%
1,828
+214
109
$517K 0.18%
28,000
+15,948
110
$515K 0.18%
5,306
+1,218
111
$507K 0.18%
3,364
+240
112
$506K 0.18%
912
+132
113
$499K 0.18%
6,394
-1,572
114
$498K 0.18%
1,076
+17
115
$496K 0.18%
1,676
-36
116
$490K 0.17%
2,072
-37
117
$479K 0.17%
5,107
+360
118
$475K 0.17%
1,167
+53
119
$473K 0.17%
22,816
+3,359
120
$472K 0.17%
1,435
+14
121
$462K 0.16%
10,676
+3,304
122
$461K 0.16%
4,800
+631
123
$460K 0.16%
+3,965
124
$459K 0.16%
6,775
+1,629
125
$456K 0.16%
+5,055
3 4
5
6 7