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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$538K 0.02%
29,617
-234
477
$537K 0.02%
1,134
+34
478
$536K 0.02%
6,510
+23
479
$534K 0.02%
10,372
+2,731
480
$534K 0.02%
901
-30
481
$533K 0.02%
2,856
+72
482
$530K 0.02%
7,620
+26
483
$529K 0.02%
3,577
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484
$527K 0.02%
5,101
485
$526K 0.02%
9,167
-7
486
$526K 0.02%
264
487
$525K 0.02%
+159,129
488
$522K 0.02%
9,517
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489
$521K 0.02%
3,472
+177
490
$520K 0.02%
9,253
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491
$518K 0.02%
18,964
-3,995
492
$515K 0.02%
55,542
493
$514K 0.02%
4,079
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494
$513K 0.02%
25,317
-101
495
$512K 0.02%
5,331
+37
496
$511K 0.02%
1,897
+305
497
$511K 0.02%
5,570
-3,085
498
$511K 0.02%
104,400
+7,075
499
$508K 0.02%
3,408
-486
500
$507K 0.02%
4,312
+71
18 19
20
21 22