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
801
$201K 0.01%
+1,617
802
$200K 0.01%
19,955
-8,050
803
$198K 0.01%
+20,383
804
$191K 0.01%
+13,774
805
$187K 0.01%
26,839
+66
806
$186K 0.01%
12,550
+1,000
807
$185K 0.01%
+14,746
808
$181K 0.01%
11,311
-1,056
809
$181K 0.01%
11,476
+331
810
$180K 0.01%
11,745
811
$175K 0.01%
15,598
+163
812
$174K 0.01%
17,935
+27
813
$169K 0.01%
11,112
814
$163K 0.01%
10,380
-728
815
$162K 0.01%
+10,040
816
$160K 0.01%
22,742
+734
817
$154K 0.01%
23,983
+5,540
818
$153K 0.01%
19,053
-368
819
$148K 0.01%
+10,373
820
$140K 0.01%
39,614
+7,009
821
$137K 0.01%
11,375
822
$136K 0.01%
10,087
+59
823
$135K 0.01%
10,901
-46
824
$134K 0.01%
4,674
-306
825
$133K 0.01%
17,557
+333
31 32
33
34 35