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
526
$412K 0.01%
12,330
+127
527
$410K 0.01%
1,274
+69
528
$407K 0.01%
1,603
+74
529
$407K 0.01%
5,980
+752
530
$407K 0.01%
3,285
+235
531
$406K 0.01%
19,326
-696
532
$406K 0.01%
6,814
+289
533
$405K 0.01%
13,686
+1,243
534
$401K 0.01%
8,330
535
$400K 0.01%
7,560
+1,098
536
$400K 0.01%
8,011
+1,128
537
$400K 0.01%
15,856
+504
538
$399K 0.01%
2,190
+330
539
$399K 0.01%
3,335
+256
540
$398K 0.01%
3,840
+225
541
$398K 0.01%
2,049
-3
542
$397K 0.01%
5,150
+668
543
$396K 0.01%
8,000
544
$396K 0.01%
6,571
+360
545
$395K 0.01%
6,859
546
$393K 0.01%
3,855
+147
547
$393K 0.01%
8,501
+3,128
548
$393K 0.01%
1,982
+33
549
$393K 0.01%
4,349
+44
550
$393K 0.01%
12,753
+626
20 21
22
23 24