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
901
$122K ﹤0.01%
14,372
+1,810
902
$119K ﹤0.01%
27,253
-1,465
903
$119K ﹤0.01%
2,554
+125
904
$116K ﹤0.01%
12,363
-5,572
905
$114K ﹤0.01%
11,830
+1,565
906
$113K ﹤0.01%
21,559
+5,000
907
$112K ﹤0.01%
14,091
+4,032
908
$108K ﹤0.01%
15,407
-206
909
$107K ﹤0.01%
+10,450
910
$104K ﹤0.01%
+11,980
911
$103K ﹤0.01%
33,666
+628
912
$102K ﹤0.01%
+23,150
913
$99.7K ﹤0.01%
10,178
914
$99.7K ﹤0.01%
26,379
-13,235
915
$95.5K ﹤0.01%
+13,907
916
$92.8K ﹤0.01%
10,574
917
$91.3K ﹤0.01%
+10,123
918
$89.5K ﹤0.01%
36,514
919
$88.5K ﹤0.01%
26,343
+2,246
920
$87.5K ﹤0.01%
18,607
+8,317
921
$85K ﹤0.01%
11,869
-687
922
$82.9K ﹤0.01%
+19,056
923
$82.9K ﹤0.01%
+13,742
924
$80.3K ﹤0.01%
13,459
-10,524
925
$76.4K ﹤0.01%
11,913
-7,140
35 36
37
38 39