EFG

Everhart Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 23.1%
This Quarter Est. Return
1 Year Est. Return
+23.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.8M
3
+$8.52M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.3M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Top Sells

1
+$4.85M
2
+$1.84M
3
+$1.73M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.43M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.28M

Sector Composition

1 Technology 15.66%
2 Financials 6.2%
3 Communication Services 4.72%
4 Consumer Discretionary 4.37%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$807K 0.09%
3,119
+29
152
$803K 0.09%
11,160
+1,370
153
$801K 0.09%
3,609
-409
154
$790K 0.09%
3,809
-666
155
$781K 0.09%
4,194
+1,492
156
$781K 0.09%
2,897
+963
157
$780K 0.09%
1,414
-23
158
$774K 0.09%
20,060
+852
159
$773K 0.09%
10,780
+1,125
160
$773K 0.09%
25,635
-871
161
$758K 0.09%
20,896
+2,028
162
$758K 0.09%
3,120
+748
163
$755K 0.09%
+3,897
164
$754K 0.09%
1,948
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165
$751K 0.09%
3,156
-960
166
$748K 0.09%
2,416
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167
$742K 0.09%
2,300
+218
168
$742K 0.09%
6,022
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169
$742K 0.09%
1,602
+134
170
$738K 0.09%
7,858
-1,322
171
$736K 0.09%
9,228
+516
172
$733K 0.08%
+2,091
173
$732K 0.08%
3,527
-663
174
$729K 0.08%
+1
175
$726K 0.08%
10,830
5 6
7
8 9