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
551
$392K 0.01%
11,694
-678
552
$389K 0.01%
3,853
+755
553
$388K 0.01%
1,999
+142
554
$387K 0.01%
10,764
555
$385K 0.01%
+951
556
$385K 0.01%
+10,319
557
$384K 0.01%
275
+43
558
$384K 0.01%
9,361
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559
$382K 0.01%
3,198
+10
560
$381K 0.01%
256
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561
$380K 0.01%
9,407
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562
$380K 0.01%
2,266
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563
$379K 0.01%
6,522
+1,658
564
$378K 0.01%
7,687
+109
565
$377K 0.01%
6,656
-376
566
$377K 0.01%
1,791
+274
567
$377K 0.01%
3,836
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568
$376K 0.01%
2,068
-274
569
$375K 0.01%
+1,176
570
$374K 0.01%
3,808
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571
$373K 0.01%
3,426
+97
572
$371K 0.01%
4,444
+233
573
$369K 0.01%
8,466
+3,733
574
$369K 0.01%
17,268
-116
575
$368K 0.01%
36,692
-949
21 22
23
24 25