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
551
$372K 0.01%
4,484
+25
552
$372K 0.01%
3,023
+127
553
$370K 0.01%
2,743
554
$370K 0.01%
3,696
+10
555
$368K 0.01%
4,179
+184
556
$368K 0.01%
3,079
557
$367K 0.01%
628
+31
558
$367K 0.01%
3,188
-460
559
$365K 0.01%
3,616
+194
560
$362K 0.01%
1,949
+76
561
$362K 0.01%
4,211
+131
562
$360K 0.01%
5,816
+1
563
$356K 0.01%
3,222
+62
564
$356K 0.01%
15,352
+1,168
565
$356K 0.01%
634
+69
566
$356K 0.01%
1,857
-4
567
$355K 0.01%
2,564
+215
568
$355K 0.01%
6,136
+394
569
$354K 0.01%
29,704
+2,208
570
$353K 0.01%
12,443
+1,400
571
$353K 0.01%
7,050
-700
572
$353K 0.01%
737
-9
573
$352K 0.01%
6,166
-670
574
$352K 0.01%
11,812
575
$351K 0.01%
5,287
+50
21 22
23
24 25