ECM
Evergreen Capital Management Portfolio holdings
AUM
$3.32B
1-Year Return
13.77%
This Quarter Return
+22.05%
1 Year Return
+13.77%
3 Year Return
+53.89%
5 Year Return
+92.31%
10 Year Return
+126.81%
AUM
$1.32B
AUM Growth
+$249M
(+23%)
Cap. Flow
+$37.3M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
26.86%
Holding
435
New
69
Increased
157
Reduced
146
Closed
42
Top Buys
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$26.4M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$26.1M |
| 3 |
Sprott Physical Silver Trust
PSLV
|
$10.4M |
| 4 |
Waste Management
WM
|
$9.87M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.33M |
Top Sells
Sector Composition
| 1 | Technology | 13.29% |
| 2 | Energy | 6.49% |
| 3 | Consumer Discretionary | 5.91% |
| 4 | Financials | 5.68% |
| 5 | Communication Services | 5.52% |
