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
726
$255K 0.01%
+12,867
727
$255K 0.01%
2,491
728
$254K 0.01%
4,117
+5
729
$253K 0.01%
9,623
+1,216
730
$253K 0.01%
+5,277
731
$252K 0.01%
56,525
+28,297
732
$252K 0.01%
1,860
733
$251K 0.01%
19,990
734
$251K 0.01%
5,900
735
$251K 0.01%
5,114
+340
736
$250K 0.01%
+4,242
737
$250K 0.01%
+1,084
738
$249K 0.01%
+6,047
739
$249K 0.01%
2,154
+64
740
$249K 0.01%
26,367
-184
741
$248K 0.01%
2,125
+63
742
$247K 0.01%
+2,080
743
$247K 0.01%
+1,213
744
$247K 0.01%
2,739
+518
745
$246K 0.01%
31,592
-1,031
746
$246K 0.01%
9,235
+909
747
$245K 0.01%
3,903
+231
748
$245K 0.01%
+7,426
749
$244K 0.01%
3,559
+340
750
$244K 0.01%
+1,447
28 29
30
31 32