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
176
$310K 0.11%
2,037
+176
177
$309K 0.11%
4,015
-437
178
$305K 0.11%
532
179
$301K 0.11%
+589
180
$300K 0.11%
733
+39
181
$297K 0.11%
7,393
+242
182
$294K 0.1%
4,840
+363
183
$294K 0.1%
1,480
-85
184
$292K 0.1%
1,066
-193
185
$290K 0.1%
+2,005
186
$289K 0.1%
+6,684
187
$286K 0.1%
8,224
+1,690
188
$285K 0.1%
913
+103
189
$282K 0.1%
+688
190
$281K 0.1%
+3,296
191
$280K 0.1%
2,582
+471
192
$277K 0.1%
+2,276
193
$275K 0.1%
+1,429
194
$275K 0.1%
3,482
-138
195
$275K 0.1%
3,990
-889
196
$273K 0.1%
1,295
+159
197
$270K 0.1%
+3,211
198
$270K 0.1%
+2,728
199
$269K 0.1%
+2,213
200
$264K 0.09%
+1,143
6 7
8
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