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
601
$347K 0.01%
1,688
+597
602
$347K 0.01%
+9,718
603
$347K 0.01%
5,227
-497
604
$345K 0.01%
2,914
-7
605
$344K 0.01%
3,071
+48
606
$343K 0.01%
3,437
+215
607
$343K 0.01%
4,098
+348
608
$342K 0.01%
5,398
+73
609
$341K 0.01%
4,300
+459
610
$341K 0.01%
3,965
+469
611
$340K 0.01%
3,510
+194
612
$340K 0.01%
10,725
+2,287
613
$340K 0.01%
18,006
+211
614
$339K 0.01%
4,419
615
$339K 0.01%
3,490
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616
$338K 0.01%
7,129
+1,067
617
$338K 0.01%
1,619
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618
$338K 0.01%
3,238
+598
619
$337K 0.01%
+5,930
620
$336K 0.01%
5,499
+433
621
$334K 0.01%
767
+30
622
$334K 0.01%
15,486
+4,065
623
$333K 0.01%
7,388
624
$333K 0.01%
1,394
+226
625
$332K 0.01%
4,127
+296
23 24
25
26 27