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
$217M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.47M
3
+$2.97M
4
PTON icon
Peloton Interactive
PTON
+$2.93M
5
DKNG icon
DraftKings
DKNG
+$2.31M

Top Sells

1
+$3.83M
2
+$1.98M
3
+$1.96M
4
SE icon
Sea Limited
SE
+$1.68M
5
AMZN icon
Amazon
AMZN
+$1.5M

Sector Composition

1 Technology 36.43%
2 Consumer Discretionary 20.52%
3 Healthcare 18.48%
4 Communication Services 17.94%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 6.37%
63,893
+6,658
2
$13M 6.01%
22,345
-6,566
3
$13M 6%
104,860
+23,617
4
$12.7M 5.87%
161,327
+43,923
5
$12.3M 5.65%
44,613
-6,124
6
$9.31M 4.3%
20,281
+942
7
$8.99M 4.15%
61,677
+6,990
8
$8.16M 3.76%
20,702
+4,681
9
$7.75M 3.57%
148,536
+44,284
10
$6.48M 2.99%
11,786
+310
11
$6.45M 2.97%
77,815
+4,867
12
$6.37M 2.94%
106,291
+14,862
13
$6.3M 2.91%
81,440
+9,980
14
$6.09M 2.81%
78,330
+9,393
15
$6.04M 2.78%
29,324
+4,090
16
$5.67M 2.61%
44,032
+5,066
17
$5.66M 2.61%
21,586
+2,803
18
$5.33M 2.46%
10,086
+278
19
$5.27M 2.43%
141,324
+18,851
20
$5.15M 2.38%
102,274
+24,380
21
$5.06M 2.34%
29,870
-11,667
22
$4.59M 2.12%
154,715
+4,702
23
$4.57M 2.11%
26,560
-8,740
24
$4.36M 2.01%
+75,678
25
$4.24M 1.96%
26,205
+8,385
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