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
$282M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.9M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$895K
2
+$845K
3
+$478K
4
BA icon
Boeing
BA
+$475K
5
JNJ icon
Johnson & Johnson
JNJ
+$456K

Sector Composition

1 Technology 17.9%
2 Financials 6.34%
3 Consumer Discretionary 6.06%
4 Healthcare 5.31%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$361K 0.13%
411
+23
152
$359K 0.13%
1,972
+260
153
$358K 0.13%
6,756
+174
154
$357K 0.13%
3,907
-55
155
$357K 0.13%
10,212
+3,520
156
$356K 0.13%
4,550
+580
157
$356K 0.13%
1,902
-515
158
$348K 0.12%
7,600
+800
159
$347K 0.12%
6,727
-2,302
160
$347K 0.12%
867
-175
161
$343K 0.12%
13,819
+2,502
162
$339K 0.12%
1,615
-14
163
$333K 0.12%
1,356
+229
164
$332K 0.12%
1,614
+69
165
$331K 0.12%
3,522
-1,847
166
$331K 0.12%
11,874
+963
167
$331K 0.12%
6,645
+7
168
$329K 0.12%
+11,580
169
$321K 0.11%
1,419
+129
170
$318K 0.11%
3,641
+184
171
$316K 0.11%
+4,063
172
$314K 0.11%
10,671
+3,052
173
$313K 0.11%
2,505
-71
174
$311K 0.11%
1,335
-249
175
$310K 0.11%
4,076
+178
5 6
7
8 9