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
$169M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.13M
3
+$3.9M
4
PINS icon
Pinterest
PINS
+$3.12M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$2.93M

Top Sells

1
+$2.37M
2
+$2.25M
3
+$1.87M
4
CRWD icon
CrowdStrike
CRWD
+$1.77M
5
TW icon
Tradeweb Markets
TW
+$1.52M

Sector Composition

1 Technology 36.37%
2 Consumer Discretionary 22.61%
3 Healthcare 19.75%
4 Communication Services 15.07%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.61%
+53,601
27
$2.38M 1.41%
17,820
+9,457
28
$2.36M 1.39%
26,260
+13,436
29
$2.27M 1.34%
+11,205
30
$2.16M 1.28%
16,764
+4,552
31
$1.96M 1.16%
35,989
-5,159
32
$1.71M 1.01%
6,401
-1,240
33
$1.56M 0.92%
15,537
+5,715
34
$830K 0.49%
564
-7
35
$326K 0.19%
1,540
36
$269K 0.16%
565
37
$265K 0.16%
988
38
$260K 0.15%
2,520
-1,040
39
$250K 0.15%
1,180
40
$202K 0.12%
685
-6,357
41
– –
-9,896
42
– –
-3,500
43
– –
-8,343
44
– –
-39,841
45
– –
-24,397
1
2