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
$99.4M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.61M
3
+$2.1M
4
SG icon
Sweetgreen
SG
+$1.65M
5
ZS icon
Zscaler
ZS
+$1.29M

Top Sells

1
+$3.02M
2
+$2.46M
3
+$1.5M
4
V icon
Visa
V
+$1.44M
5
ANET icon
Arista Networks
ANET
+$1.43M

Sector Composition

1 Technology 46.94%
2 Consumer Discretionary 19.33%
3 Healthcare 17.25%
4 Communication Services 8.7%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.66%
+65,282
27
$1.62M 1.63%
9,096
-1,476
28
$1.52M 1.53%
13,374
-2,541
29
$1.37M 1.38%
3,472
-2
30
$1.29M 1.29%
+6,677
31
$1.28M 1.29%
44,896
-6,791
32
$1.01M 1.02%
36,770
-266
33
$390K 0.39%
2,585
-20,027
34
$360K 0.36%
1,363
-107
35
$355K 0.36%
1,180
36
$285K 0.29%
565
37
– –
-24,204
38
– –
-73,108
1
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