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
351
$716K 0.03%
22,055
-85,528
352
$716K 0.03%
19,386
-58,312
353
$714K 0.03%
13,312
-1,252
354
$709K 0.03%
16,565
-1,540
355
$708K 0.03%
9,552
+40
356
$705K 0.03%
4,317
+23
357
$701K 0.03%
5,141
+199
358
$695K 0.03%
4,256
+1,696
359
$694K 0.03%
3,514
+224
360
$694K 0.03%
5,367
-3
361
$689K 0.03%
33,136
+57
362
$685K 0.03%
23,064
-63
363
$684K 0.03%
23,913
-7,701
364
$684K 0.03%
4,037
+129
365
$682K 0.03%
11,660
-908
366
$681K 0.03%
7,402
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367
$681K 0.03%
15,927
+42
368
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3,910
-1
369
$667K 0.03%
3,131
-341
370
$665K 0.03%
11,366
+167
371
$665K 0.03%
33,059
+244
372
$663K 0.03%
38,640
-510
373
$660K 0.02%
17,114
-720
374
$657K 0.02%
3,262
+52
375
$651K 0.02%
7,562
+676
13 14
15
16 17