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
451
$495K 0.02%
1,814
+2
452
$492K 0.02%
18,312
-3
453
$492K 0.02%
5,570
+486
454
$490K 0.02%
1,868
+109
455
$489K 0.02%
8,541
-15
456
$489K 0.02%
32,394
+3,214
457
$486K 0.02%
9,387
+2,719
458
$484K 0.02%
9,538
+582
459
$483K 0.02%
3,323
+125
460
$480K 0.02%
5,061
+61
461
$479K 0.02%
2,186
+102
462
$479K 0.02%
3,483
-34
463
$478K 0.02%
28,937
+371
464
$476K 0.02%
12,383
465
$475K 0.02%
+8,330
466
$471K 0.02%
2,818
+30
467
$464K 0.02%
2,924
+118
468
$464K 0.02%
5,288
+84
469
$459K 0.02%
2,404
+4
470
$455K 0.02%
2,817
+16
471
$454K 0.02%
9,568
+3,885
472
$453K 0.02%
15,279
+568
473
$452K 0.02%
12,203
+597
474
$450K 0.02%
1,593
475
$450K 0.02%
2,702
+240
17 18
19
20 21