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
$217M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.47M
3
+$2.97M
4
PTON icon
Peloton Interactive
PTON
+$2.93M
5
DKNG icon
DraftKings
DKNG
+$2.31M

Top Sells

1
+$3.83M
2
+$1.98M
3
+$1.96M
4
SE icon
Sea Limited
SE
+$1.68M
5
AMZN icon
Amazon
AMZN
+$1.5M

Sector Composition

1 Technology 36.43%
2 Consumer Discretionary 20.52%
3 Healthcare 18.48%
4 Communication Services 17.94%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.74%
12,564
+1,647
27
$3.75M 1.73%
10,379
+3,978
28
$3.58M 1.65%
12,281
+286
29
$3.27M 1.51%
78,579
+24,978
30
$3.19M 1.47%
11,392
+187
31
$2.97M 1.37%
+7,681
32
$2.89M 1.33%
27,064
+804
33
$2.29M 1.05%
17,370
+606
34
$1.75M 0.81%
15,934
+397
35
$879K 0.41%
564
36
$360K 0.17%
1,540
37
$331K 0.15%
565
38
$319K 0.15%
1,158
+170
39
$308K 0.14%
2,520
40
$288K 0.13%
1,180
41
$238K 0.11%
685
42
– –
-35,989
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