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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
651
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-4,609
652
– –
-10,750
653
– –
-8,720
654
– –
-10,763
655
– –
-48,096
656
– –
-27,590
657
– –
-2,270
658
– –
-426,933
659
– –
-10,000
660
– –
-4,200
661
– –
-712
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