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
726
$235K 0.01%
+4,080
727
$235K 0.01%
+4,774
728
$234K 0.01%
+1,280
729
$233K 0.01%
17,433
+753
730
$232K 0.01%
2,866
+21
731
$231K 0.01%
5,069
-147
732
$231K 0.01%
+2,221
733
$231K 0.01%
20,103
+4,797
734
$230K 0.01%
3,475
+17
735
$230K 0.01%
+4,090
736
$230K 0.01%
19,251
+5,647
737
$230K 0.01%
11,182
-6,979
738
$229K 0.01%
11,468
-2,664
739
$229K 0.01%
3,629
-3,315
740
$229K 0.01%
+1,972
741
$228K 0.01%
+1,069
742
$228K 0.01%
+25,516
743
$227K 0.01%
+832
744
$227K 0.01%
3,705
-139
745
$227K 0.01%
+2,382
746
$226K 0.01%
9,177
-788
747
$226K 0.01%
+5,604
748
$225K 0.01%
1,690
+18
749
$223K 0.01%
+856
750
$223K 0.01%
3,672
+61
28 29
30
31 32