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
826
$133K 0.01%
28,228
-1,998
827
$127K ﹤0.01%
+12,815
828
$127K ﹤0.01%
28,718
+2,085
829
$124K ﹤0.01%
10,423
-1,402
830
$123K ﹤0.01%
+11,247
831
$123K ﹤0.01%
19,184
+681
832
$122K ﹤0.01%
+13,853
833
$122K ﹤0.01%
78,330
+31,871
834
$121K ﹤0.01%
12,562
+914
835
$115K ﹤0.01%
15,613
+155
836
$115K ﹤0.01%
10,178
+125
837
$115K ﹤0.01%
+16,169
838
$111K ﹤0.01%
13,764
-566
839
$109K ﹤0.01%
12,556
+2,288
840
$109K ﹤0.01%
12,144
-394
841
$103K ﹤0.01%
14,150
842
$103K ﹤0.01%
+10,265
843
$99.7K ﹤0.01%
16,559
+1,581
844
$96.1K ﹤0.01%
+11,894
845
$95K ﹤0.01%
33,038
+1,544
846
$94K ﹤0.01%
+10,106
847
$92.5K ﹤0.01%
10,574
-147
848
$83.2K ﹤0.01%
+10,059
849
$82.7K ﹤0.01%
15,374
-962
850
$79.3K ﹤0.01%
+15,014
32 33
34
35 36