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
$385M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.96M
3
+$1.73M
4
PG icon
Procter & Gamble
PG
+$1.09M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$565K
2
+$526K
3
+$458K
4
VTV icon
Vanguard Value ETF
VTV
+$414K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$329K

Sector Composition

1 Technology 22.25%
2 Financials 6.96%
3 Healthcare 6.81%
4 Consumer Discretionary 6.18%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$436K 0.11%
5,083
-8
177
$432K 0.11%
2,849
+507
178
$432K 0.11%
2,081
+461
179
$429K 0.11%
15,481
+1,337
180
$427K 0.11%
2,224
+155
181
$426K 0.11%
14,857
+4,587
182
$425K 0.11%
8,744
+1,966
183
$424K 0.11%
1,661
+68
184
$423K 0.11%
13,697
+2,073
185
$422K 0.11%
21,116
-992
186
$420K 0.11%
10,579
+195
187
$413K 0.11%
+5,464
188
$410K 0.11%
5,447
+2,133
189
$407K 0.11%
16,073
+912
190
$407K 0.11%
8,623
+131
191
$400K 0.1%
7,465
-219
192
$395K 0.1%
9,575
+2,357
193
$393K 0.1%
1,403
+25
194
$393K 0.1%
11,209
195
$392K 0.1%
10,982
+1,213
196
$392K 0.1%
4,030
+1,385
197
$388K 0.1%
9,599
-7,821
198
$388K 0.1%
2,601
+231
199
$386K 0.1%
7,478
+346
200
$386K 0.1%
13,305
+5,092
6 7
8
9 10