ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $86.1M
1-Year Est. Return 20.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.2M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$753K
3
+$616K
4
CYBR
CyberArk
CYBR
+$533K
5
SG icon
Sweetgreen
SG
+$289K

Top Sells

1
+$1.77M
2
+$1.54M
3
+$1.21M
4
SHOP icon
Shopify
SHOP
+$1.2M
5
AXON icon
Axon Enterprise
AXON
+$1.2M

Sector Composition

1 Technology 48.93%
2 Consumer Discretionary 15.27%
3 Communication Services 14.51%
4 Healthcare 13.57%
5 Financials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.44%
91,060
+17,559
27
$207K 0.22%
1,293
-452
28
– –
-46,267
29
– –
-7,558
1
2