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
$97.2M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.98M
3
+$1.53M
4
PRCT icon
Procept Biorobotics
PRCT
+$999K
5
SHOP icon
Shopify
SHOP
+$662K

Top Sells

1
+$2.13M
2
+$1.52M
3
+$1.28M
4
PANW icon
Palo Alto Networks
PANW
+$1.2M
5
TTD icon
Trade Desk
TTD
+$937K

Sector Composition

1 Technology 43.21%
2 Healthcare 20.96%
3 Consumer Discretionary 19.29%
4 Communication Services 9.08%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.66%
10,635
-1,982
27
$1.48M 1.52%
3,435
-37
28
$1.45M 1.49%
10,800
-566
29
$1.38M 1.42%
10,196
-2,675
30
$994K 1.02%
5,174
-1,503
31
$812K 0.84%
36,262
-508
32
$459K 0.47%
2,520
-65
33
$314K 0.32%
565
34
$303K 0.31%
1,180
35
$207K 0.21%
659
-704
36
– –
-13,374
37
– –
-44,896
38
– –
-5,939
1
2