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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$25M
3
+$24.5M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$18.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.4M

Top Sells

1
+$65.7M
2
+$9M
3
+$8.14M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.61M
5
ELV icon
Elevance Health
ELV
+$6.4M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-1,676
1102
– –
-665
1103
– –
-1,080
1104
– –
-2,506
1105
– –
-7,904
1106
– –
-488
1107
– –
-14,871
1108
– –
-29,759
1109
– –
-2,495
1110
– –
-3,175
1111
– –
-799
1112
– –
-1,240
1113
– –
-33,344
1114
– –
-11,798
1115
– –
-1,402
1116
– –
-6,548
1117
– –
-11,494
1118
– –
-1,705
1119
– –
-7,261
1120
– –
-8,000
1121
– –
-12,271
1122
– –
-11,986
1123
– –
-91,002
1124
– –
-9,986
1125
– –
-841
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