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
$2.64B
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
626
$302K 0.01%
5,299
627
$302K 0.01%
7,167
+230
628
$302K 0.01%
3,349
-203
629
$300K 0.01%
1,274
630
$298K 0.01%
2,423
-24
631
$298K 0.01%
5,066
+52
632
$297K 0.01%
532
633
$297K 0.01%
1,030
634
$296K 0.01%
3,316
-12
635
$296K 0.01%
9,510
-6,327
636
$296K 0.01%
1,893
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637
$296K 0.01%
4,864
-13
638
$295K 0.01%
358
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639
$294K 0.01%
3,831
-1,544
640
$292K 0.01%
4,090
-126
641
$292K 0.01%
4,163
+758
642
$292K 0.01%
957
643
$291K 0.01%
4,456
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644
$290K 0.01%
706
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645
$288K 0.01%
2,019
-31
646
$287K 0.01%
2,229
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647
$286K 0.01%
6,622
-67
648
$285K 0.01%
1,860
+124
649
$285K 0.01%
8,723
+31
650
$284K 0.01%
1,205
-59
24 25
26
27 28