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
176
$532K 0.11%
3,004
+823
177
$531K 0.11%
4,935
+219
178
$526K 0.11%
15,559
-5,227
179
$521K 0.11%
4,766
+395
180
$519K 0.11%
2,788
-46
181
$518K 0.11%
11,496
+1,481
182
$510K 0.11%
8,343
+908
183
$510K 0.1%
10,655
+68
184
$510K 0.1%
1,955
-1,633
185
$509K 0.1%
41,434
+319
186
$508K 0.1%
5,505
-848
187
$506K 0.1%
2,205
-1,450
188
$505K 0.1%
6,164
-559
189
$503K 0.1%
1,702
+98
190
$502K 0.1%
1,628
-25
191
$499K 0.1%
4,716
-811
192
$498K 0.1%
6,098
+820
193
$494K 0.1%
4,979
+2,182
194
$490K 0.1%
1,773
-52
195
$488K 0.1%
2,816
+177
196
$485K 0.1%
6,273
+234
197
$485K 0.1%
3,205
-8
198
$484K 0.1%
6,539
+1,050
199
$469K 0.1%
2,020
+194
200
$453K 0.09%
2,061
+5
6 7
8
9 10