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
476
$449K 0.02%
5,724
+499
477
$446K 0.02%
37,641
+1,264
478
$445K 0.02%
1,933
+37
479
$443K 0.02%
12,446
-279
480
$443K 0.02%
2,686
+293
481
$443K 0.02%
10,441
+3,237
482
$442K 0.02%
2,820
+12
483
$442K 0.02%
13,663
+463
484
$438K 0.02%
2,342
485
$436K 0.02%
6,525
-110
486
$435K 0.02%
3,018
+60
487
$435K 0.02%
21,134
+2,752
488
$433K 0.02%
2,559
+85
489
$425K 0.02%
5,868
+220
490
$424K 0.02%
6,211
+184
491
$421K 0.02%
5,875
+336
492
$420K 0.02%
7,032
-2,001
493
$420K 0.02%
4,305
+35
494
$418K 0.02%
1,205
+48
495
$418K 0.02%
3,531
+114
496
$418K 0.02%
3,716
-50
497
$418K 0.02%
3,392
-7
498
$417K 0.02%
4,645
-4
499
$415K 0.02%
7,193
+574
500
$414K 0.02%
+3,035
18 19
20
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