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
276
$716 0.06%
8,890
277
$713 0.06%
12,220
278
$707 0.06%
42,870
279
$706 0.06%
16,820
280
$703 0.06%
5,560
281
$701 0.06%
10,240
282
$700 0.06%
28,140
283
$697 0.06%
17,182
284
$697 0.06%
9,870
285
$694 0.06%
2,740
286
$691 0.06%
3,050
287
$685 0.06%
10,730
288
$676 0.06%
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289
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8,260
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290
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291
$673 0.06%
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292
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293
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12,120
294
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295
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296
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297
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1,620
298
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6,890
299
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300
$625 0.05%
17,000
10 11
12
13 14