ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$29.3M
3
+$18.9M
4
NKE icon
Nike
NKE
+$10.2M
5
MTBA icon
Simplify MBS ETF
MTBA
+$8.58M

Top Sells

1
+$22.1M
2
+$19.9M
3
+$12.3M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$12.2M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$12M

Sector Composition

1 Technology 14.7%
2 Energy 9.58%
3 Financials 6.77%
4 Industrials 6.54%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.22M 0.05%
15,249
277
$1.21M 0.05%
6,705
+115
278
$1.2M 0.05%
6,905
+195
279
$1.2M 0.05%
4,785
280
$1.17M 0.04%
6,069
+226
281
$1.14M 0.04%
8,153
+651
282
$1.14M 0.04%
40,286
+324
283
$1.13M 0.04%
35,283
284
$1.08M 0.04%
6,542
-80
285
$1.07M 0.04%
94,053
-2,075
286
$1.06M 0.04%
10,498
+42
287
$1.06M 0.04%
2,498
-410
288
$1.03M 0.04%
40,830
289
$1.03M 0.04%
14,675
-2,733
290
$1.02M 0.04%
15,336
+1,274
291
$1.01M 0.04%
6,802
+5
292
$1.01M 0.04%
2,416
+12
293
$999K 0.04%
17,321
+1,571
294
$996K 0.04%
23,692
+1,118
295
$980K 0.04%
63,010
+582
296
$967K 0.04%
10,405
-4,089
297
$952K 0.04%
4,603
+148
298
$950K 0.04%
17,816
299
$947K 0.04%
15,050
+253
300
$928K 0.04%
3,750
10 11
12
13 14