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
451
$517K 0.02%
5,157
452
$516K 0.02%
3,772
+289
453
$515K 0.02%
15,132
+1,469
454
$512K 0.02%
6,606
+731
455
$511K 0.02%
5,345
+264
456
$511K 0.02%
23,064
457
$511K 0.02%
25,698
-6,696
458
$510K 0.02%
2,738
+259
459
$508K 0.02%
9,087
+3,778
460
$508K 0.02%
3,355
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461
$503K 0.02%
3,538
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462
$502K 0.02%
60,297
-575
463
$501K 0.02%
8,640
-1,800
464
$498K 0.02%
1,076
+445
465
$498K 0.02%
10,441
466
$495K 0.02%
9,135
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467
$493K 0.02%
14,617
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468
$486K 0.02%
5,297
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469
$484K 0.02%
1,792
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470
$483K 0.02%
13,761
-1,467
471
$482K 0.02%
9,194
-2,307
472
$482K 0.02%
18,381
+69
473
$481K 0.02%
2,982
+162
474
$480K 0.02%
5,449
-441
475
$479K 0.02%
4,059
-256
17 18
19
20 21