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
151
$235K 0.14%
+3,778
152
$231K 0.14%
+3,648
153
$230K 0.14%
+491
154
$230K 0.14%
+2,511
155
$229K 0.14%
+1,140
156
$227K 0.14%
+1,156
157
$225K 0.14%
+2,412
158
$223K 0.14%
+1,779
159
$221K 0.13%
+5,768
160
$220K 0.13%
+1,133
161
$220K 0.13%
+1,105
162
$219K 0.13%
+2,676
163
$218K 0.13%
+1,579
164
$217K 0.13%
+6,968
165
$216K 0.13%
+2,266
166
$214K 0.13%
2,515
-13
167
$214K 0.13%
+7,251
168
$213K 0.13%
+1,791
169
$212K 0.13%
+1,035
170
$212K 0.13%
+1,497
171
$212K 0.13%
+1,186
172
$212K 0.13%
+4,970
173
$211K 0.13%
5,386
-1,851
174
$209K 0.13%
3,647
+215
175
$207K 0.13%
+1,220
4 5 6
7
8