ECM

Evolution Capital Management Portfolio holdings

AUM $29M
1-Year Est. Return 7.87%
This Quarter Est. Return
1 Year Est. Return
+7.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.8M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.6M
3
+$1.96M
4
XPEV icon
XPeng
XPEV
+$1.4M
5
EFTR
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
+$750K

Top Sells

1
+$4.93M
2
+$3.09M
3
+$1.76M
4
TSM icon
TSMC
TSM
+$1.64M
5
URA icon
Global X Uranium ETF
URA
+$1.05M

Sector Composition

1 Consumer Discretionary 70.06%
2 Financials 17.8%
3 Technology 4.22%
4 Communication Services 3.69%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$245K 0.37%
25,000
27
$244K 0.37%
25,000
28
$196K 0.29%
20,000
29
$196K 0.29%
20,000
30
$196K 0.29%
20,000
31
$196K 0.29%
20,000
32
$147K 0.22%
15,000
33
$147K 0.22%
15,000
34
$147K 0.22%
15,000
35
$147K 0.22%
15,000
36
$147K 0.22%
15,000
37
$147K 0.22%
15,000
38
$99K 0.15%
10,000
39
$98K 0.15%
10,000
40
$98K 0.15%
10,000
41
$98K 0.15%
10,000
42
$98K 0.15%
10,000
43
$98K 0.15%
10,000
44
$97K 0.15%
10,000
45
$92K 0.14%
128,237
46
$49K 0.07%
+166,666
47
$20K 0.03%
13,333
48
$16K 0.02%
131,000
49
$13K 0.02%
+50,000
50
$13K 0.02%
150,000
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