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
751
$223K 0.01%
+768
752
$222K 0.01%
1,512
+46
753
$221K 0.01%
3,676
+79
754
$221K 0.01%
2,061
+69
755
$220K 0.01%
15,905
-49
756
$220K 0.01%
19,707
757
$220K 0.01%
2,062
+103
758
$219K 0.01%
12,090
-977
759
$219K 0.01%
5,553
-2,071
760
$219K 0.01%
+2,322
761
$219K 0.01%
+6,178
762
$218K 0.01%
1,395
+81
763
$218K 0.01%
5,039
+249
764
$218K 0.01%
+8,016
765
$217K 0.01%
+2,506
766
$217K 0.01%
+5,679
767
$216K 0.01%
+2,983
768
$216K 0.01%
7,594
+15
769
$216K 0.01%
7,983
-1,288
770
$216K 0.01%
1,916
771
$216K 0.01%
29,065
772
$215K 0.01%
1,760
773
$215K 0.01%
+4,699
774
$214K 0.01%
14,979
+1,235
775
$214K 0.01%
2,262
+137
29 30
31
32 33