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
126
$275K 0.17%
+1,578
127
$272K 0.17%
2,882
-549
128
$269K 0.16%
+1,094
129
$263K 0.16%
9,516
+2,224
130
$261K 0.16%
2,201
+71
131
$258K 0.16%
7,610
+882
132
$257K 0.16%
+3,355
133
$256K 0.16%
16,328
-102
134
$255K 0.16%
+1,428
135
$255K 0.16%
7,981
+13
136
$255K 0.16%
+1,993
137
$252K 0.15%
3,974
-1,377
138
$252K 0.15%
+4,510
139
$251K 0.15%
+2,036
140
$247K 0.15%
+3,528
141
$247K 0.15%
+1,433
142
$243K 0.15%
2,670
+1,012
143
$242K 0.15%
+1,438
144
$242K 0.15%
+3,183
145
$242K 0.15%
7,740
+430
146
$241K 0.15%
+3,978
147
$240K 0.15%
803
-260
148
$236K 0.14%
+2,450
149
$235K 0.14%
1,695
+251
150
$235K 0.14%
+791
4 5
6
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