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
$282M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.9M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$895K
2
+$845K
3
+$478K
4
BA icon
Boeing
BA
+$475K
5
JNJ icon
Johnson & Johnson
JNJ
+$456K

Sector Composition

1 Technology 17.9%
2 Financials 6.34%
3 Consumer Discretionary 6.06%
4 Healthcare 5.31%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.09%
569
+35
202
$262K 0.09%
1,969
+111
203
$259K 0.09%
6,074
+333
204
$258K 0.09%
5,531
+383
205
$257K 0.09%
+1,805
206
$257K 0.09%
1,302
-105
207
$252K 0.09%
20,088
-2,268
208
$251K 0.09%
10,468
-319
209
$249K 0.09%
11,287
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210
$243K 0.09%
+1,424
211
$240K 0.09%
826
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212
$239K 0.08%
8,227
-36
213
$238K 0.08%
+1,668
214
$237K 0.08%
8,913
-4,345
215
$233K 0.08%
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216
$233K 0.08%
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217
$231K 0.08%
436
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218
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219
$230K 0.08%
6,096
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220
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221
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+3,075
222
$227K 0.08%
983
-504
223
$227K 0.08%
+2,307
224
$226K 0.08%
+2,175
225
$225K 0.08%
6,132
-661
7 8
9
10 11