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
101
$7.47M 0.28%
104,652
-676
102
$7.45M 0.28%
103,417
+13,154
103
$7.15M 0.27%
92,454
-1,776
104
$6.96M 0.26%
83,314
+4,264
105
$6.96M 0.26%
228,348
+5,535
106
$6.82M 0.26%
85,105
-721
107
$6.7M 0.25%
70,988
-17,895
108
$6.61M 0.25%
238,044
-2,589
109
$6.6M 0.25%
22,393
+455
110
$6.56M 0.25%
81,516
+3,656
111
$6.53M 0.25%
183,638
+71,775
112
$6.38M 0.24%
7,648
-2,114
113
$6.33M 0.24%
40,122
-4,707
114
$6.06M 0.23%
15,787
-243
115
$6.04M 0.23%
52,891
-21,622
116
$5.92M 0.22%
28,148
+2,400
117
$5.9M 0.22%
21,132
-154
118
$5.89M 0.22%
152,155
+115,515
119
$5.88M 0.22%
50,542
+4,493
120
$5.86M 0.22%
23,012
-3,651
121
$5.81M 0.22%
94,882
+170
122
$5.77M 0.22%
191,806
+8,654
123
$5.71M 0.22%
110,729
-1,653
124
$5.69M 0.22%
16,328
-81
125
$5.66M 0.21%
402,765
-501
3 4
5
6 7