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
$72.2M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.05M
3
+$977K
4
V icon
Visa
V
+$809K
5
CRM icon
Salesforce
CRM
+$236K

Top Sells

1
+$6.14M
2
+$4.39M
3
+$3.95M
4
SRPT icon
Sarepta Therapeutics
SRPT
+$3.8M
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$3.67M

Sector Composition

1 Technology 39.29%
2 Healthcare 24.41%
3 Consumer Discretionary 17.16%
4 Communication Services 8.39%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$977K 1.35%
+34,395
27
$964K 1.34%
27,614
-38,938
28
$945K 1.31%
48,358
-58,196
29
$896K 1.24%
13,045
-1,360
30
$236K 0.33%
+1,180
31
$218K 0.3%
+565
32
– –
-9,463
33
– –
-45,665
34
– –
-54,345
35
– –
-21,884
36
– –
-61,896
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