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
$199M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.51M
3
+$4.2M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$5.06M
2
+$1.62M
3
+$1.52M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.34M
5
VTV icon
Vanguard Value ETF
VTV
+$1.21M

Sector Composition

1 Technology 8.82%
2 Healthcare 6.52%
3 Financials 4.79%
4 Consumer Staples 4.04%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
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