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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$62.2M
2
+$32M
3
+$30.8M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$27.3M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$22.6M

Top Sells

1
+$27.4M
2
+$23.3M
3
+$18.7M
4
MLPA icon
Global X MLP ETF
MLPA
+$13.7M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$10.6M

Sector Composition

1 Technology 12.53%
2 Financials 6.79%
3 Energy 6.25%
4 Communication Services 5.36%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-2,063
502
– –
-12,752
503
– –
-2,751
504
– –
-7,166
505
– –
-8,180
506
– –
-2,446
507
– –
-1,113
508
– –
-346,650
509
– –
-46,976
510
– –
-2,276
511
– –
-16,029
512
– –
-16,031
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