ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
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
676
$268K 0.01%
4,907
-184
677
$267K 0.01%
2,123
+78
678
$266K 0.01%
1,051
+75
679
$266K 0.01%
11,042
-4,906
680
$266K 0.01%
1,095
+1
681
$265K 0.01%
3,496
+142
682
$265K 0.01%
762
+69
683
$264K 0.01%
1,241
+34
684
$264K 0.01%
5,933
-7
685
$264K 0.01%
+921
686
$263K 0.01%
1,782
+63
687
$263K 0.01%
1,402
+7
688
$262K 0.01%
5,990
-15
689
$261K 0.01%
1,860
690
$260K 0.01%
4,112
-365
691
$259K 0.01%
3,219
+51
692
$259K 0.01%
2,491
693
$258K 0.01%
16,075
-74
694
$257K 0.01%
1,730
-2
695
$256K 0.01%
6,935
696
$256K 0.01%
+5,900
697
$256K 0.01%
+766
698
$255K 0.01%
11,421
699
$254K 0.01%
2,631
+358
700
$254K 0.01%
+1,844
26 27
28
29 30