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
176
$725K 0.08%
1,776
+183
177
$719K 0.08%
12,805
+1,327
178
$718K 0.08%
8,004
+2,745
179
$715K 0.08%
2,193
+406
180
$714K 0.08%
2,592
+415
181
$713K 0.08%
2,928
+765
182
$712K 0.08%
25,026
+2,619
183
$707K 0.08%
1,012
+312
184
$697K 0.08%
17,407
+5,229
185
$694K 0.08%
6,305
-220
186
$692K 0.08%
2,219
-2,316
187
$690K 0.08%
1,041
188
$687K 0.08%
8,434
+1,495
189
$677K 0.08%
3,988
+315
190
$669K 0.08%
7,481
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191
$651K 0.08%
2,545
-328
192
$650K 0.08%
5,630
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193
$648K 0.07%
6,662
-2,079
194
$640K 0.07%
4,713
+3,228
195
$634K 0.07%
3,942
+64
196
$631K 0.07%
10,838
+2,024
197
$626K 0.07%
7,883
+442
198
$623K 0.07%
2,149
+180
199
$621K 0.07%
6,823
+457
200
$617K 0.07%
1,798
+82
6 7
8
9 10