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
651
$284K 0.01%
7,344
+284
652
$283K 0.01%
2,816
+10
653
$282K 0.01%
+1,091
654
$282K 0.01%
964
+81
655
$281K 0.01%
3,377
+28
656
$280K 0.01%
874
+7
657
$279K 0.01%
3,810
-13
658
$278K 0.01%
4,263
+458
659
$278K 0.01%
11,992
+178
660
$277K 0.01%
9,731
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661
$276K 0.01%
3,081
+108
662
$276K 0.01%
5,422
663
$275K 0.01%
+1,542
664
$275K 0.01%
+1,036
665
$274K 0.01%
+6,000
666
$273K 0.01%
2,830
+225
667
$273K 0.01%
631
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668
$273K 0.01%
5,012
-1,613
669
$272K 0.01%
23,941
+461
670
$272K 0.01%
8,516
671
$271K 0.01%
8,243
+285
672
$271K 0.01%
6,973
673
$270K 0.01%
1,168
-309
674
$268K 0.01%
3,534
-1,316
675
$268K 0.01%
17,013
+98
25 26
27
28 29