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
826
$214K 0.01%
2,026
+235
827
$213K 0.01%
+1,905
828
$213K 0.01%
2,664
+240
829
$213K 0.01%
35,012
+5,947
830
$213K 0.01%
+9,300
831
$213K 0.01%
+7,605
832
$213K 0.01%
+4,723
833
$213K 0.01%
6,341
+128
834
$212K 0.01%
2,055
-368
835
$212K 0.01%
+3,302
836
$212K 0.01%
+13,321
837
$212K 0.01%
7,406
-577
838
$211K 0.01%
+2,971
839
$211K 0.01%
+8,741
840
$211K 0.01%
6,682
+559
841
$211K 0.01%
16,806
-8,860
842
$211K 0.01%
+419
843
$210K 0.01%
+7,737
844
$210K 0.01%
1,258
-22
845
$209K 0.01%
+2,640
846
$209K 0.01%
+9,935
847
$209K 0.01%
+1,323
848
$209K 0.01%
+3,384
849
$208K 0.01%
2,709
+179
850
$208K 0.01%
+5,423
32 33
34
35 36