ECM

Everence Capital Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22M
AUM Growth
+$62.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.15M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$772K
5
MCD icon
McDonald's
MCD
+$678K

Top Sells

1
+$1.42M
2
+$1.41M
3
+$1.1M
4
SCHW icon
Charles Schwab
SCHW
+$952K
5
NOW icon
ServiceNow
NOW
+$827K

Sector Composition

1 Technology 22.09%
2 Healthcare 11.62%
3 Financials 10.16%
4 Consumer Discretionary 8.78%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$903 0.07%
10,960
227
$901 0.07%
2,520
228
$901 0.07%
6,760
+2,360
229
$899 0.07%
15,802
+5,392
230
$894 0.07%
12,210
+4,575
231
$888 0.07%
15,560
232
$886 0.07%
5,630
233
$873 0.07%
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234
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21,284
235
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236
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237
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238
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239
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240
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241
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242
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243
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244
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246
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247
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248
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249
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250
$798 0.07%
13,090
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10
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