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
801
$222K 0.01%
9,873
+34
802
$222K 0.01%
+1,666
803
$221K 0.01%
10,674
-637
804
$221K 0.01%
+3,079
805
$221K 0.01%
+10,356
806
$220K 0.01%
4,697
+607
807
$220K 0.01%
+2,021
808
$220K 0.01%
1,000
-51
809
$220K 0.01%
+5,101
810
$219K 0.01%
+9,060
811
$219K 0.01%
18,995
-712
812
$219K 0.01%
+5,175
813
$219K 0.01%
+2,296
814
$218K 0.01%
+3,251
815
$218K 0.01%
11,670
-2,507
816
$217K 0.01%
7,900
817
$217K 0.01%
+1,193
818
$217K 0.01%
25,967
+451
819
$217K 0.01%
+6,664
820
$216K 0.01%
3,143
+160
821
$216K 0.01%
+1,080
822
$216K 0.01%
+525
823
$216K 0.01%
2,369
-2,025
824
$216K 0.01%
+1,278
825
$216K 0.01%
+6,394
31 32
33
34 35