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
926
$73.6K ﹤0.01%
34,412
+19,296
927
$71.9K ﹤0.01%
+10,408
928
$71.5K ﹤0.01%
+10,038
929
$71.4K ﹤0.01%
16,675
+1,301
930
$69.2K ﹤0.01%
16,915
-98
931
$65K ﹤0.01%
10,822
+807
932
$54.4K ﹤0.01%
10,000
933
$52.2K ﹤0.01%
11,179
-453
934
$46.5K ﹤0.01%
15,937
-36,959
935
$45.6K ﹤0.01%
13,174
-18
936
$45.1K ﹤0.01%
2,682
-32
937
$35.7K ﹤0.01%
10,491
-935
938
$35.3K ﹤0.01%
1,247
-20
939
$31.6K ﹤0.01%
+10,685
940
$29.3K ﹤0.01%
26,667
-51,663
941
$28.2K ﹤0.01%
10,549
-5,949
942
$27.1K ﹤0.01%
+10,094
943
$26.8K ﹤0.01%
30,000
944
$26.8K ﹤0.01%
15,869
+3,625
945
$26.7K ﹤0.01%
14,983
946
$16.9K ﹤0.01%
1,969
947
$11.1K ﹤0.01%
20,852
948
$1.57K ﹤0.01%
295
949
– –
-3,692
950
– –
-5,900
36 37
38
39 40