ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $94.2M
1-Year Est. Return 44.3%
This Quarter Est. Return
1 Year Est. Return
+44.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.1M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.57M
3
+$1.31M
4
ANET icon
Arista Networks
ANET
+$1.31M
5
MNDY icon
monday.com
MNDY
+$1.07M

Top Sells

1
+$1.87M
2
+$964K
3
+$961K
4
HUBS icon
HubSpot
HUBS
+$819K
5
TW icon
Tradeweb Markets
TW
+$535K

Sector Composition

1 Technology 45.2%
2 Healthcare 21.22%
3 Consumer Discretionary 17.59%
4 Communication Services 7.01%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.57%
+32,228
27
$1.19M 1.43%
5,650
+4
28
$1.1M 1.32%
16,507
+3,462
29
$1.09M 1.31%
15,915
-7,819
30
$1.07M 1.29%
+6,244
31
$891K 1.07%
2,615
-1,225
32
$808K 0.97%
2,650
-1,349
33
$785K 0.94%
46,778
-1,580
34
$276K 0.33%
565
35
$249K 0.3%
1,180
36
– –
-27,614
1
2