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
501
$414K 0.02%
3,683
-431
502
$412K 0.02%
4,970
-34
503
$412K 0.02%
9,575
+197
504
$412K 0.02%
85,089
-1,881
505
$410K 0.02%
1,647
+23
506
$410K 0.02%
4,368
+1
507
$408K 0.02%
6,883
-104
508
$407K 0.02%
20,022
+696
509
$405K 0.02%
2,052
+94
510
$404K 0.02%
4,394
-301
511
$402K 0.02%
1,579
+666
512
$402K 0.02%
15,603
+375
513
$401K 0.02%
6,110
+735
514
$401K 0.02%
2,479
-26
515
$400K 0.02%
1,350
-14
516
$399K 0.02%
12,372
-212
517
$398K 0.02%
6,859
+2,000
518
$397K 0.02%
1,529
+4
519
$397K 0.02%
+8,000
520
$396K 0.02%
10,279
521
$396K 0.02%
10,764
522
$395K 0.01%
9,103
-3
523
$392K 0.01%
5,025
+52
524
$391K 0.01%
4,482
+189
525
$391K 0.01%
12,127
+324
19 20
21
22 23