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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$11.6M
3
+$8.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.6M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.56M

Top Sells

1
+$11M
2
+$7.34M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.73%
2 Financials 8.67%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$66K ﹤0.01%
4
627
$60K ﹤0.01%
+13,622
628
$50K ﹤0.01%
11,459
-2,438
629
$41K ﹤0.01%
+15,567
630
$35K ﹤0.01%
11,182
-13,447
631
$32K ﹤0.01%
22,428
+358
632
$22K ﹤0.01%
+12,264
633
$15K ﹤0.01%
3,188
+2,000
634
$13K ﹤0.01%
14
635
– –
-9,400
636
– –
-93,640
637
– –
-4,371
638
– –
-2,300
639
– –
-1,007
640
– –
-298,304
641
– –
-2,488
642
– –
-2,737
643
– –
-1,091
644
– –
-193,082
645
– –
-10,061
646
– –
-5,713
647
– –
-4,394
648
– –
-4,890
649
– –
-3,360
650
– –
-9,848
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26
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