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
526
$389K 0.01%
5,381
+238
527
$388K 0.01%
7,127
-4
528
$388K 0.01%
14,062
+1,722
529
$386K 0.01%
13,025
+283
530
$386K 0.01%
2,498
+2
531
$384K 0.01%
23,099
-99,950
532
$383K 0.01%
5,228
+47
533
$382K 0.01%
3,764
534
$380K 0.01%
2,921
+47
535
$380K 0.01%
3,050
+70
536
$379K 0.01%
95,295
+1,045
537
$377K 0.01%
3,615
+157
538
$377K 0.01%
5,746
539
$377K 0.01%
2,414
+30
540
$376K 0.01%
5,447
+159
541
$376K 0.01%
11,401
+476
542
$375K 0.01%
20,020
+8,849
543
$375K 0.01%
21,024
+2,799
544
$374K 0.01%
5,530
+259
545
$373K 0.01%
60,872
-307
546
$373K 0.01%
5,995
-38
547
$373K 0.01%
3,841
+31
548
$373K 0.01%
17,384
-150
549
$372K 0.01%
670
+15
550
$372K 0.01%
12,529
20 21
22
23 24