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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$305K 0.01%
1,792
+108
727
$305K 0.01%
533
728
$304K 0.01%
18,884
+1,772
729
$304K 0.01%
1,942
+19
730
$304K 0.01%
11,110
+318
731
$304K 0.01%
1,722
-660
732
$304K 0.01%
4,347
+209
733
$303K 0.01%
37,275
-53
734
$303K 0.01%
1,219
+38
735
$303K 0.01%
5,579
+582
736
$302K 0.01%
12,772
+1,216
737
$301K 0.01%
3,761
-23
738
$300K 0.01%
2,253
+87
739
$298K 0.01%
+3,801
740
$298K 0.01%
4,209
+105
741
$296K 0.01%
1,946
-132
742
$295K 0.01%
637
+2
743
$295K 0.01%
3,579
+69
744
$294K 0.01%
1,753
+49
745
$294K 0.01%
240
-26
746
$293K 0.01%
10,181
+1,172
747
$293K 0.01%
7,644
+1,200
748
$293K 0.01%
+12,350
749
$292K 0.01%
561
-28
750
$291K 0.01%
4,317
+11
28 29
30
31 32