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
426
$546K 0.02%
5,156
-242
427
$543K 0.02%
6,262
-533
428
$543K 0.02%
13,476
-613
429
$542K 0.02%
3,156
+136
430
$542K 0.02%
11,501
-73
431
$540K 0.02%
+4,428
432
$539K 0.02%
17,542
+302
433
$537K 0.02%
5,890
434
$537K 0.02%
33,611
435
$536K 0.02%
3,496
-13
436
$535K 0.02%
766
-9
437
$532K 0.02%
13,816
-6
438
$531K 0.02%
18,640
-430,873
439
$528K 0.02%
5,157
+95
440
$525K 0.02%
5,723
+492
441
$523K 0.02%
2,890
-22
442
$520K 0.02%
5,081
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443
$519K 0.02%
4,502
+1,400
444
$517K 0.02%
11,398
+63
445
$516K 0.02%
13,863
+114
446
$513K 0.02%
13,165
+5,305
447
$503K 0.02%
8,686
+42
448
$501K 0.02%
11,569
+252
449
$500K 0.02%
294,015
+25,550
450
$495K 0.02%
6,835
+581
16 17
18
19 20