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
851
$79.2K ﹤0.01%
36,514
+4,281
852
$78.6K ﹤0.01%
+24,097
853
$66.6K ﹤0.01%
+10,015
854
$59.9K ﹤0.01%
2,714
855
$57.7K ﹤0.01%
+10,290
856
$55K ﹤0.01%
+11,632
857
$52.5K ﹤0.01%
10,000
858
$49.6K ﹤0.01%
11,169
-1,077
859
$49.2K ﹤0.01%
1,267
-837
860
$43.9K ﹤0.01%
14,500
861
$40.1K ﹤0.01%
+15,116
862
$39.9K ﹤0.01%
+16,498
863
$39.6K ﹤0.01%
+13,192
864
$35.9K ﹤0.01%
11,203
+245
865
$34.6K ﹤0.01%
+11,426
866
$26.3K ﹤0.01%
30,000
867
$24K ﹤0.01%
+12,244
868
$22.1K ﹤0.01%
12,023
+1,607
869
$21.4K ﹤0.01%
1,969
870
$19.9K ﹤0.01%
+882
871
$11K ﹤0.01%
+20,852
872
$2.07K ﹤0.01%
295
873
– –
-11,000
874
– –
-830
875
– –
-1,613
33 34
35
36 37