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
476
$479K 0.02%
3,148
+130
477
$479K 0.02%
2,787
+289
478
$478K 0.02%
5,607
+1,123
479
$477K 0.02%
7,075
+939
480
$477K 0.02%
14,780
+917
481
$476K 0.02%
22,339
+1,315
482
$472K 0.02%
12,133
+564
483
$470K 0.02%
12,383
484
$470K 0.02%
3,021
+204
485
$469K 0.02%
5,061
486
$468K 0.02%
8,541
487
$465K 0.02%
3,779
+744
488
$465K 0.02%
5,660
+213
489
$464K 0.02%
36,004
+6,300
490
$464K 0.02%
12,819
+2,540
491
$460K 0.02%
6,885
+775
492
$460K 0.02%
11,829
+428
493
$459K 0.02%
4,723
+1,028
494
$459K 0.02%
3,027
+341
495
$458K 0.02%
5,950
+1,315
496
$456K 0.02%
4,386
+18
497
$452K 0.02%
2,461
+57
498
$451K 0.02%
2,602
+43
499
$450K 0.02%
15,841
+562
500
$450K 0.02%
23,899
+2,765
18 19
20
21 22