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
126
$208K 0.12%
1,683
-157
127
$207K 0.12%
+2,518
128
$204K 0.12%
+1,050
129
$200K 0.12%
+3,510
130
$182K 0.11%
+11,332
131
$25K 0.01%
10,717
132
$6K ﹤0.01%
+400
133
– –
-670
134
– –
-3,846
135
– –
-1,205
136
– –
-685
137
– –
-1,980
2 3 4 5
6