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
701
$253K 0.01%
7,545
+329
702
$252K 0.01%
1,791
703
$250K 0.01%
+4,300
704
$250K 0.01%
4,537
+360
705
$249K 0.01%
32,623
-1,687
706
$248K 0.01%
21,355
+944
707
$248K 0.01%
+2,684
708
$248K 0.01%
41,011
-752
709
$248K 0.01%
6,123
+209
710
$247K 0.01%
21,680
711
$247K 0.01%
+12,134
712
$247K 0.01%
2,640
+20
713
$246K 0.01%
9,866
714
$246K 0.01%
8,407
715
$246K 0.01%
26,866
-2,384
716
$245K 0.01%
4,829
717
$244K 0.01%
+2,090
718
$243K 0.01%
28,379
+1,473
719
$243K 0.01%
7,251
720
$240K 0.01%
4,733
+181
721
$239K 0.01%
3,350
-189
722
$237K 0.01%
+4,751
723
$236K 0.01%
26,551
-7,510
724
$236K 0.01%
19,990
-52
725
$236K 0.01%
1,223
-1
27 28
29
30 31