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
401
$600K 0.02%
51,013
+365
402
$598K 0.02%
3,236
+110
403
$598K 0.02%
29,467
404
$595K 0.02%
876
+13
405
$594K 0.02%
20,848
+4
406
$593K 0.02%
13,687
+1,553
407
$587K 0.02%
7,800
+15
408
$586K 0.02%
35,593
-209
409
$585K 0.02%
14,984
+51
410
$578K 0.02%
35,068
+805
411
$575K 0.02%
1,395
-58
412
$575K 0.02%
10,658
+571
413
$574K 0.02%
3,853
+194
414
$569K 0.02%
3,012
+55
415
$568K 0.02%
4,315
-20
416
$566K 0.02%
22,654
+873
417
$565K 0.02%
9,133
-303
418
$564K 0.02%
3,616
+2
419
$557K 0.02%
29,641
+5,007
420
$553K 0.02%
4,235
-4
421
$550K 0.02%
4,895
+91
422
$548K 0.02%
+17,872
423
$548K 0.02%
5,607
+225
424
$546K 0.02%
4,814
-272
425
$546K 0.02%
15,228
15 16
17
18 19