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
$90.6M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$2M
3
+$1.91M
4
KRYS icon
Krystal Biotech
KRYS
+$1.31M
5
NTLA icon
Intellia Therapeutics
NTLA
+$1.13M

Top Sells

1
+$1.59M
2
+$1.37M
3
+$1.34M
4
SE icon
Sea Limited
SE
+$1.19M
5
TW icon
Tradeweb Markets
TW
+$1.04M

Sector Composition

1 Technology 49.28%
2 Healthcare 17.75%
3 Consumer Discretionary 17.53%
4 Communication Services 6.13%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.75%
51,687
+421
27
$1.43M 1.57%
24,204
-7,112
28
$1.32M 1.46%
3,474
+81
29
$1.31M 1.45%
+10,572
30
$1.13M 1.25%
+37,036
31
$337K 0.37%
565
32
$311K 0.34%
1,180
33
$276K 0.31%
+1,470
34
– –
-12,918
35
– –
-17,507
36
– –
-14,782
37
– –
-26,995
1
2