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
376
$650K 0.02%
5,189
-269
377
$647K 0.02%
3,107
+47
378
$641K 0.02%
1,471
379
$639K 0.02%
15,160
+235
380
$638K 0.02%
2,429
+7
381
$638K 0.02%
17,391
+8,420
382
$637K 0.02%
21,968
+744
383
$637K 0.02%
12,693
+1,016
384
$634K 0.02%
1,612
-375
385
$630K 0.02%
3,281
386
$626K 0.02%
1,969
-34
387
$625K 0.02%
22,978
+685
388
$625K 0.02%
16,680
389
$624K 0.02%
15,283
+2,644
390
$624K 0.02%
12,836
+2,138
391
$623K 0.02%
1,077
+6
392
$620K 0.02%
2,459
+4
393
$616K 0.02%
1,474
-1,281
394
$612K 0.02%
13,553
-1,439
395
$610K 0.02%
16,242
+23
396
$610K 0.02%
16,450
+390
397
$608K 0.02%
18,864
+2,310
398
$608K 0.02%
1,172
+62
399
$608K 0.02%
59,395
+582
400
$606K 0.02%
10,440
14 15
16
17 18