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
201
$2.76M 0.1%
150,560
+350
202
$2.69M 0.1%
138,052
-6,575
203
$2.67M 0.1%
114,351
+1,376
204
$2.64M 0.1%
70,150
+270
205
$2.62M 0.1%
+40,134
206
$2.62M 0.1%
37,475
+362
207
$2.59M 0.1%
30,754
208
$2.55M 0.1%
42,186
+1,323
209
$2.51M 0.09%
8,832
+499
210
$2.44M 0.09%
18,769
+303
211
$2.43M 0.09%
19,054
+484
212
$2.41M 0.09%
33,242
213
$2.41M 0.09%
11,691
-1,442
214
$2.39M 0.09%
11,629
+262
215
$2.38M 0.09%
9,677
+439
216
$2.35M 0.09%
59,078
+15,894
217
$2.28M 0.09%
22,656
-680
218
$2.19M 0.08%
+4,188
219
$2.19M 0.08%
23,917
+562
220
$2.17M 0.08%
6,254
-131
221
$2.16M 0.08%
34,993
+275
222
$2.13M 0.08%
17,658
+372
223
$2.13M 0.08%
9,874
+189
224
$2.11M 0.08%
6,744
+59
225
$2.11M 0.08%
11,899
+1,002
7 8
9
10 11