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
$486M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.48M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.25M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M

Top Sells

1
+$720K
2
+$649K
3
+$648K
4
JNJ icon
Johnson & Johnson
JNJ
+$537K
5
BLK icon
Blackrock
BLK
+$536K

Sector Composition

1 Technology 23.28%
2 Financials 8.48%
3 Consumer Discretionary 7.28%
4 Communication Services 6.72%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$967K 0.2%
5,462
+322
102
$966K 0.2%
5,942
-606
103
$963K 0.2%
2,608
+91
104
$963K 0.2%
4,686
+131
105
$949K 0.2%
3,846
+232
106
$949K 0.2%
8,288
+1,631
107
$934K 0.19%
15,497
+4,580
108
$927K 0.19%
7,374
+2,169
109
$927K 0.19%
5,073
+129
110
$906K 0.19%
55,703
+378
111
$899K 0.19%
12,541
-1,171
112
$889K 0.18%
3,035
+194
113
$885K 0.18%
7,950
+1,444
114
$877K 0.18%
6,063
-3,712
115
$874K 0.18%
273
+11
116
$865K 0.18%
30,568
117
$861K 0.18%
15,001
+4,030
118
$857K 0.18%
15,733
+2,144
119
$856K 0.18%
3,791
+1,094
120
$850K 0.17%
3,546
+217
121
$849K 0.17%
12,454
+1,201
122
$845K 0.17%
2,471
+338
123
$832K 0.17%
9,375
-83
124
$816K 0.17%
27,639
+1,319
125
$808K 0.17%
1,907
+293
3 4
5
6 7