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
$208M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$8.79M
3
+$4.88M
4
BMBL icon
Bumble
BMBL
+$4.78M
5
TWLO icon
Twilio
TWLO
+$4.58M

Top Sells

1
+$12M
2
+$8.07M
3
+$6.35M
4
HUBS icon
HubSpot
HUBS
+$5.53M
5
COUP
Coupa Software Incorporated
COUP
+$5.32M

Sector Composition

1 Technology 36.89%
2 Communication Services 25.34%
3 Healthcare 21.76%
4 Consumer Discretionary 10.02%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 5.43%
206,177
+72,232
2
$10.5M 5.06%
40,008
+17,382
3
$10.4M 5.01%
15,820
-8,388
4
$10.3M 4.93%
282,249
+97,929
5
$9.36M 4.49%
64,600
+62,080
6
$8.79M 4.22%
+1,113,951
7
$8.71M 4.18%
96,695
+9,482
8
$8.58M 4.12%
13,212
+635
9
$8.57M 4.12%
66,403
+37,796
10
$8.47M 4.07%
24,196
+8,786
11
$8.19M 3.93%
36,609
+5,755
12
$8.11M 3.89%
239,377
+141,203
13
$8.02M 3.85%
65,183
+15,276
14
$7.66M 3.68%
115,580
+10,089
15
$6.72M 3.23%
11,150
-197
16
$6.16M 2.96%
19,174
-37,415
17
$6.12M 2.94%
36,680
+6,880
18
$5.82M 2.79%
30,836
+16,886
19
$5.81M 2.79%
173,681
+63,254
20
$5.75M 2.76%
42,712
+19,470
21
$5.53M 2.65%
24,224
+1,893
22
$4.31M 2.07%
28,287
+15,394
23
$4.08M 1.96%
114,083
+6,646
24
$4.06M 1.95%
248,533
+81,342
25
$3.84M 1.84%
48,133
+3,743
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