ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $86.1M
1-Year Est. Return 20.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$2.42M
3
+$2.23M
4
TW icon
Tradeweb Markets
TW
+$1.08M
5
KRYS icon
Krystal Biotech
KRYS
+$916K

Top Sells

1
+$3.02M
2
+$2.73M
3
+$1.94M
4
ARGX icon
argenx
ARGX
+$1.92M
5
AMZN icon
Amazon
AMZN
+$1.24M

Sector Composition

1 Technology 39.16%
2 Consumer Discretionary 18.27%
3 Communication Services 16.92%
4 Healthcare 13.49%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
26
Netflix
NFLX
$417B
$932K 1.08%
9,935
-27,975
CWAN icon
27
Clearwater Analytics
CWAN
$6.93B
$203K 0.24%
+8,414
ARGX icon
28
argenx
ARGX
$46.4B
– –
-2,600
HUBS icon
29
HubSpot
HUBS
$14.7B
– –
-5,845
UBER icon
30
Uber
UBER
$158B
– –
-19,807
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