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
201
$452K 0.09%
14,002
+3,019
202
$451K 0.09%
5,356
+307
203
$447K 0.09%
+10,214
204
$439K 0.09%
8,522
+773
205
$437K 0.09%
+3,958
206
$433K 0.09%
23,415
-2,617
207
$431K 0.09%
4,776
-268
208
$431K 0.09%
20,472
-523
209
$428K 0.09%
7,565
+1,296
210
$427K 0.09%
902
-2
211
$427K 0.09%
2,778
-1,216
212
$418K 0.09%
4,426
+303
213
$415K 0.09%
2,555
+526
214
$414K 0.09%
8,149
+609
215
$413K 0.09%
3,623
+111
216
$409K 0.08%
4,816
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217
$405K 0.08%
1,884
+93
218
$403K 0.08%
4,420
+390
219
$402K 0.08%
1,795
+84
220
$401K 0.08%
12,075
221
$401K 0.08%
5,239
-46
222
$398K 0.08%
15,573
-596
223
$398K 0.08%
5,822
-349
224
$394K 0.08%
4,619
+652
225
$392K 0.08%
+1,352
7 8
9
10 11