ECM

Evergreen Capital Management Portfolio holdings

AUM $4.47B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$62.2M
2
+$32M
3
+$30.8M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$27.3M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$22.6M

Top Sells

1
+$27.4M
2
+$23.3M
3
+$18.7M
4
MLPA icon
Global X MLP ETF
MLPA
+$13.7M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$10.6M

Sector Composition

1 Technology 12.53%
2 Financials 6.79%
3 Energy 6.25%
4 Communication Services 5.36%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$302K 0.03%
2,004
-80
277
$300K 0.03%
8,765
-1,141
278
$299K 0.03%
3,685
-14
279
$299K 0.03%
4,588
280
$296K 0.03%
7,032
-2,363
281
$295K 0.03%
5,000
282
$291K 0.03%
2,221
+1
283
$288K 0.03%
2,694
+65
284
$284K 0.03%
650
-235
285
$282K 0.03%
3,491
+166
286
$282K 0.03%
5,766
-1,834
287
$282K 0.03%
2,543
-4,143
288
$279K 0.03%
2,805
-1,292
289
$275K 0.03%
3,439
+200
290
$274K 0.03%
5,753
+224
291
$274K 0.03%
4,365
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292
$273K 0.03%
12,523
+4
293
$271K 0.03%
7,167
-8,931
294
$271K 0.03%
2,300
+28
295
$266K 0.02%
20,760
-220
296
$259K 0.02%
3,163
-1,307
297
$256K 0.02%
4,502
-160
298
$253K 0.02%
+39,918
299
$252K 0.02%
12,126
+601
300
$251K 0.02%
3,775
+186
10 11
12
13 14