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
$104M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.9M
3
+$2.33M
4
NCNO icon
nCino
NCNO
+$1.99M
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$1.56M

Top Sells

1
+$3.57M
2
+$2.3M
3
+$2.14M
4
TWLO icon
Twilio
TWLO
+$1.6M
5
TXG icon
10x Genomics
TXG
+$1.5M

Sector Composition

1 Technology 35.28%
2 Healthcare 28.43%
3 Communication Services 15.38%
4 Consumer Discretionary 10.37%
5 Financials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.53M 8.21%
250,143
+58,255
2
$7.38M 7.1%
27,319
+4,574
3
$6.66M 6.4%
60,231
+10,006
4
$5.83M 5.61%
51,636
+7,610
5
$5.44M 5.23%
47,027
+9,412
6
$5.18M 4.98%
191,868
+57,680
7
$5.13M 4.93%
53,648
+3,348
8
$4.64M 4.47%
12,297
+2,028
9
$4.31M 4.15%
18,516
+3,615
10
$3.61M 3.47%
+20,328
11
$3.39M 3.26%
60,098
+26,836
12
$3.34M 3.21%
16,964
+4,098
13
$3.12M 3%
1,116,459
+410,838
14
$3.01M 2.89%
29,146
+6,487
15
$2.9M 2.79%
+48,529
16
$2.82M 2.71%
131,174
-24,890
17
$2.79M 2.68%
76,995
+29,727
18
$2.59M 2.49%
7,338
-290
19
$2.55M 2.45%
77,049
+11,810
20
$2.54M 2.45%
24,211
+3,434
21
$2.33M 2.24%
+45,511
22
$2.27M 2.18%
8,679
-4,941
23
$2.03M 1.95%
66,422
+1,368
24
$1.92M 1.84%
11,266
+4,329
25
$1.85M 1.78%
25,718
-7,495
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