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
776
$214K 0.01%
+6,213
777
$214K 0.01%
+3,008
778
$213K 0.01%
4,691
+383
779
$210K 0.01%
+4,610
780
$210K 0.01%
+4,630
781
$210K 0.01%
8,326
-8
782
$209K 0.01%
5,940
-17
783
$209K 0.01%
1,870
-197
784
$208K 0.01%
2,424
785
$208K 0.01%
+26,773
786
$208K 0.01%
9,489
-368
787
$208K 0.01%
+1,171
788
$207K 0.01%
+1,988
789
$207K 0.01%
21,910
+3,630
790
$205K 0.01%
+7,900
791
$205K 0.01%
2,558
+16
792
$204K 0.01%
518
-20
793
$204K 0.01%
35,138
+239
794
$203K 0.01%
+620
795
$203K 0.01%
+2,867
796
$203K 0.01%
+1,024
797
$203K 0.01%
9,839
-457
798
$202K 0.01%
+5,006
799
$202K 0.01%
+5,100
800
$202K 0.01%
+2,530
30 31
32
33 34