ECM

Evergreen Capital Management Portfolio holdings

AUM $4.2B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$652K 0.02%
14,204
+517
402
$644K 0.02%
23,189
+211
403
$643K 0.02%
14,786
-497
404
$643K 0.02%
3,915
-122
405
$643K 0.02%
12,573
-739
406
$641K 0.02%
11,265
+607
407
$639K 0.02%
1,565
+94
408
$638K 0.02%
30,830
+1,189
409
$635K 0.02%
4,496
+179
410
$632K 0.02%
5,011
-528
411
$623K 0.02%
6,376
+1,220
412
$623K 0.02%
16,903
+661
413
$622K 0.02%
16,680
414
$621K 0.02%
36,229
+1,161
415
$620K 0.02%
2,253
-302
416
$618K 0.02%
2,556
+97
417
$617K 0.02%
5,055
-86
418
$616K 0.02%
4,362
+1,438
419
$609K 0.02%
3,508
+246
420
$608K 0.02%
19,932
+710
421
$607K 0.02%
1,997
+28
422
$606K 0.02%
19,278
+584
423
$606K 0.02%
14,925
-235
424
$603K 0.02%
29,934
+467
425
$602K 0.02%
3,281
15 16
17
18 19