EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.8M
3
+$8.52M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Top Sells

1
+$4.85M
2
+$1.84M
3
+$1.73M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.43M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.28M

Sector Composition

1 Technology 15.66%
2 Financials 6.2%
3 Communication Services 4.72%
4 Consumer Discretionary 4.37%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.14%
2,358
+668
102
$1.19M 0.14%
8,435
+1,936
103
$1.18M 0.14%
7,543
-1,359
104
$1.18M 0.14%
2,321
+261
105
$1.16M 0.13%
1,586
+85
106
$1.16M 0.13%
312
+18
107
$1.14M 0.13%
10,905
-3,625
108
$1.13M 0.13%
7,339
+865
109
$1.12M 0.13%
37,412
+6,844
110
$1.11M 0.13%
3,959
+209
111
$1.1M 0.13%
5,635
+436
112
$1.09M 0.13%
17,340
+1,949
113
$1.09M 0.13%
27,098
+312
114
$1.06M 0.12%
700
+101
115
$1.06M 0.12%
1,006
+160
116
$1.04M 0.12%
2,210
+58
117
$1.04M 0.12%
2,562
+971
118
$997K 0.12%
3,324
+13
119
$988K 0.11%
8,634
+2,320
120
$987K 0.11%
58,890
+4,367
121
$978K 0.11%
1,823
+538
122
$973K 0.11%
29,832
-3,480
123
$956K 0.11%
7,707
-1,253
124
$952K 0.11%
31,677
+3,228
125
$946K 0.11%
4,517
+556
3 4
5
6 7