Portfolio (Quarterly)
Guide ↗
Everhart Financial Group, Inc.
· CIK 0001852858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | CLOV | CLOVER HEALTH INVESTMENTS CO | Healthcare | 12,546.0 | $22K | 0.00% | NEW | — | $1.76 | +99.1% |
| 462 | COTY | COTY INC | Consumer Defensive | 10,433.0 | $21K | 0.00% | NEW | — | $2.01 | +1.0% |
| 463 | SABR | SABRE CORP | Consumer Cyclical | 11,056.0 | $16K | 0.00% | NEW | — | $1.45 | +9.7% |
| 464 | — | DEFI TECHNOLOGIES INC | — | 11,300.0 | $6K | 0.00% | NEW | — | $0.55 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%