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
301
$917K 0.03%
4,678
+34
302
$911K 0.03%
3,035
+29
303
$911K 0.03%
35,825
304
$906K 0.03%
14,332
+820
305
$899K 0.03%
24,314
-181
306
$897K 0.03%
7,679
-650
307
$896K 0.03%
12,642
+2,210
308
$890K 0.03%
21,204
+1,086
309
$887K 0.03%
8,793
-191
310
$874K 0.03%
37,618
-3,300
311
$871K 0.03%
11,169
+46
312
$867K 0.03%
42,794
+727
313
$867K 0.03%
18,211
+5
314
$862K 0.03%
4,344
+11
315
$856K 0.03%
3,424
+217
316
$855K 0.03%
5,486
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317
$850K 0.03%
9,686
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318
$850K 0.03%
3,547
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319
$849K 0.03%
21,795
-494
320
$843K 0.03%
40,752
+204
321
$832K 0.03%
5,539
+571
322
$829K 0.03%
5,188
+46
323
$828K 0.03%
17,281
-4,625
324
$823K 0.03%
13,552
325
$823K 0.03%
4,585
11 12
13
14 15