EFG

Everhart Financial Group Portfolio holdings

AUM $1.17B
1-Year Est. Return 25.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$998M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$7.93M
3
+$5.41M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.8M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Top Sells

1
+$1.51M
2
+$1.13M
3
+$859K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$732K
5
BND icon
Vanguard Total Bond Market
BND
+$604K

Sector Composition

1 Technology 16.19%
2 Financials 6.29%
3 Communication Services 4.81%
4 Consumer Discretionary 4.68%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$824K 0.08%
7,714
-498
177
$819K 0.08%
6,198
+568
178
$818K 0.08%
2,088
+207
179
$816K 0.08%
7,350
+2,165
180
$812K 0.08%
2,520
-42
181
$807K 0.08%
1,065
+53
182
$806K 0.08%
4,115
+218
183
$791K 0.08%
4,303
+776
184
$790K 0.08%
8,299
+441
185
$783K 0.08%
4,311
+323
186
$782K 0.08%
1,047
+6
187
$774K 0.08%
8,186
+182
188
$772K 0.08%
4,638
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189
$770K 0.08%
14,483
+4,535
190
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6,303
-2
191
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2,154
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192
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8,556
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193
$754K 0.08%
1
194
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3,072
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195
$752K 0.08%
7,625
+212
196
$751K 0.08%
26,522
+1,496
197
$747K 0.07%
4,954
+2,649
198
$739K 0.07%
8,333
-895
199
$737K 0.07%
2,183
+92
200
$731K 0.07%
20,727
-169
6 7
8
9 10