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
76
-166,666