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
576
$350K 0.01%
1,050
-49
577
$350K 0.01%
4,174
+189
578
$348K 0.01%
3,695
+691
579
$348K 0.01%
13,282
+1,891
580
$347K 0.01%
110
+1
581
$346K 0.01%
6,758
+315
582
$345K 0.01%
6,462
+1,494
583
$344K 0.01%
3,223
+262
584
$343K 0.01%
476
+24
585
$343K 0.01%
+7,972
586
$342K 0.01%
2,640
+106
587
$342K 0.01%
7,599
588
$341K 0.01%
25,666
+10,076
589
$339K 0.01%
4,419
590
$339K 0.01%
7,095
+151
591
$338K 0.01%
8,020
592
$335K 0.01%
16,498
+262
593
$333K 0.01%
7,388
-32
594
$328K 0.01%
7,578
+175
595
$325K 0.01%
2,261
+15
596
$324K 0.01%
38,190
+7,482
597
$321K 0.01%
3,098
+80
598
$320K 0.01%
2,201
+66
599
$320K 0.01%
52,896
+2,135
600
$319K 0.01%
17,795
+84
22 23
24
25 26