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
651
$312K 0.01%
+3,624
652
$309K 0.01%
1,040
+76
653
$309K 0.01%
4,302
+212
654
$308K 0.01%
3,072
+441
655
$308K 0.01%
+4,149
656
$308K 0.01%
3,784
-50
657
$308K 0.01%
6,159
-7
658
$306K 0.01%
1,030
659
$305K 0.01%
2,355
+154
660
$304K 0.01%
9,214
+70
661
$303K 0.01%
2,843
-14,815
662
$302K 0.01%
4,782
+326
663
$302K 0.01%
3,054
+370
664
$302K 0.01%
5,651
+121
665
$301K 0.01%
+1,634
666
$299K 0.01%
2,421
+192
667
$297K 0.01%
1,305
+100
668
$296K 0.01%
12,893
-132
669
$293K 0.01%
1,274
670
$293K 0.01%
7,863
+519
671
$293K 0.01%
18,632
672
$292K 0.01%
5,117
+147
673
$291K 0.01%
+17,646
674
$291K 0.01%
2,861
+945
675
$291K 0.01%
4,803
+193
25 26
27
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