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
$486M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.48M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.25M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M

Top Sells

1
+$720K
2
+$649K
3
+$648K
4
JNJ icon
Johnson & Johnson
JNJ
+$537K
5
BLK icon
Blackrock
BLK
+$536K

Sector Composition

1 Technology 23.28%
2 Financials 8.48%
3 Consumer Discretionary 7.28%
4 Communication Services 6.72%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$665K 0.14%
17,868
+233
152
$656K 0.14%
1,350
-432
153
$637K 0.13%
503
-100
154
$619K 0.13%
8,508
-384
155
$616K 0.13%
53,536
156
$616K 0.13%
968
+18
157
$614K 0.13%
4,402
-1,657
158
$613K 0.13%
3,558
+229
159
$609K 0.13%
16,833
+620
160
$604K 0.12%
2,126
-469
161
$603K 0.12%
2,568
-72
162
$603K 0.12%
5,084
+149
163
$597K 0.12%
14,463
+1,073
164
$596K 0.12%
+2,296
165
$595K 0.12%
9,827
+403
166
$593K 0.12%
5,441
-360
167
$583K 0.12%
7,266
+4
168
$581K 0.12%
7,193
+311
169
$574K 0.12%
1,103
-953
170
$568K 0.12%
20,058
+409
171
$560K 0.12%
7,338
+393
172
$558K 0.11%
2,526
+117
173
$552K 0.11%
9,159
-1,142
174
$551K 0.11%
1,620
+133
175
$542K 0.11%
3,506
+132
5 6
7
8 9