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
501
$449K 0.02%
+5,000
502
$449K 0.02%
6,771
+776
503
$447K 0.02%
8,064
+1,306
504
$446K 0.02%
4,071
+721
505
$445K 0.02%
5,303
-304
506
$440K 0.02%
12,446
507
$439K 0.02%
9,232
-306
508
$436K 0.02%
7,599
509
$435K 0.02%
2,877
+59
510
$435K 0.02%
8,056
+863
511
$434K 0.02%
12,061
-5,330
512
$426K 0.02%
5,025
+380
513
$425K 0.02%
5,236
+211
514
$424K 0.02%
5,370
-200
515
$423K 0.02%
91,371
+6,282
516
$423K 0.02%
2,080
+147
517
$423K 0.02%
5,886
+140
518
$422K 0.02%
3,570
-113
519
$419K 0.02%
2,887
+185
520
$418K 0.02%
98,765
+3,470
521
$417K 0.02%
+1,461
522
$416K 0.02%
1,860
+46
523
$415K 0.02%
10,150
+3,215
524
$413K 0.01%
2,743
525
$413K 0.01%
29,310
+373
19 20
21
22 23