Portfolio (Quarterly)
Guide ↗
Everhart Financial Group, Inc.
· CIK 0001852858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 388 | $234K | 0.02% | SOLD |
| 22 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 2,764 | $232K | 0.02% | SOLD |
| 23 | CSGP | COSTAR GROUP INC | Real Estate | 3,311 | $223K | 0.02% | SOLD |
| 24 | ROKU | ROKU INC | Communication Services | 2,012 | $218K | 0.02% | SOLD |
| 25 | CELC | CELCUITY INC | Healthcare | 2,100 | $209K | 0.02% | SOLD |
| 26 | MFC | MANULIFE FINL CORP | Financial Services | 5,618 | $204K | 0.02% | SOLD |
| 27 | — | AGILON HEALTH INC | — | 18,251 | $13K | 0.00% | SOLD |
Sector Allocation
Technology
33.0%
Financial Services
13.3%
Communication Services
9.8%
Healthcare
9.4%
Consumer Cyclical
9.3%
Industrials
8.7%
Consumer Defensive
5.5%
Energy
4.4%
Utilities
3.2%
Basic Materials
1.8%