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
701
$271K 0.01%
+5,094
702
$270K 0.01%
11,066
-926
703
$268K 0.01%
+1,744
704
$268K 0.01%
1,402
+378
705
$268K 0.01%
26,389
+6,286
706
$267K 0.01%
4,034
+358
707
$267K 0.01%
+4,153
708
$267K 0.01%
32,276
-5,914
709
$266K 0.01%
11,595
-2,467
710
$265K 0.01%
2,176
+53
711
$265K 0.01%
+3,724
712
$265K 0.01%
8,516
713
$264K 0.01%
1,920
+90
714
$264K 0.01%
3,826
+292
715
$263K 0.01%
5,373
+466
716
$263K 0.01%
+490
717
$262K 0.01%
1,799
+17
718
$262K 0.01%
+595
719
$259K 0.01%
35,759
+13,017
720
$259K 0.01%
+2,076
721
$259K 0.01%
2,867
+1
722
$258K 0.01%
1,147
+52
723
$257K 0.01%
9,866
724
$256K 0.01%
+6,897
725
$256K 0.01%
4,011
+201
27 28
29
30 31