ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $91.7M
1-Year Est. Return 34.03%
This Quarter Est. Return
1 Year Est. Return
+34.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.37M
3
+$8M
4
PTON icon
Peloton Interactive
PTON
+$7.07M
5
AMZN icon
Amazon
AMZN
+$5.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.62%
2 Consumer Discretionary 21.96%
3 Healthcare 19.45%
4 Communication Services 15.53%
5 Financials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.6%
+41,148
27
$2.04M 1.55%
+12,212
28
$1.92M 1.47%
+7,042
29
$1.77M 1.35%
+8,343
30
$1.52M 1.16%
+24,397
31
$1.51M 1.15%
+9,822
32
$1.38M 1.05%
+8,363
33
$1.34M 1.02%
+60,864
34
$1.19M 0.9%
+12,824
35
$957K 0.73%
+571
36
$337K 0.26%
+1,540
37
$312K 0.24%
+3,560
38
$311K 0.24%
+988
39
$283K 0.22%
+565
40
$263K 0.2%
+1,180
41
$251K 0.19%
+3,500
1
2