Portfolio (Quarterly)
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Everhart Financial Group, Inc.
· CIK 0001852858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | — | DEFI TECHNOLOGIES INC | — | 11,300.0 | $6K | — | — | — | $0.51 | — |
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
40.5%
Financial Services
11.0%
Communication Services
8.9%
Healthcare
8.9%
Industrials
8.6%
Consumer Cyclical
8.5%
Consumer Defensive
4.6%
Energy
3.2%
Utilities
2.9%
Real Estate
1.5%