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
$86.1M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.39M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$755K
5
PRCT icon
Procept Biorobotics
PRCT
+$743K

Top Sells

1
+$2.54M
2
+$2.36M
3
+$1.85M
4
INSP icon
Inspire Medical Systems
INSP
+$1.72M
5
PANW icon
Palo Alto Networks
PANW
+$1.63M

Sector Composition

1 Technology 47.46%
2 Consumer Discretionary 17.88%
3 Healthcare 16.17%
4 Communication Services 13.05%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.77%
7,669
-94
27
$1.29M 1.5%
2,266
-3,240
28
$228K 0.26%
1,745
-265
29
– –
-9,259
30
– –
-47,406
31
– –
-8,976
32
– –
-20,881
33
– –
-11,486
1
2