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
$83.1M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.57M
3
+$1.31M
4
ANET icon
Arista Networks
ANET
+$1.31M
5
MNDY icon
monday.com
MNDY
+$1.07M

Top Sells

1
+$1.87M
2
+$964K
3
+$961K
4
HUBS icon
HubSpot
HUBS
+$819K
5
TW icon
Tradeweb Markets
TW
+$535K

Sector Composition

1 Technology 45.2%
2 Healthcare 21.22%
3 Consumer Discretionary 17.59%
4 Communication Services 7.01%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.67M 9.24%
22,533
+162
2
$6.66M 8.01%
51,063
+605
3
$6.65M 8.01%
11,835
+23
4
$6.31M 7.6%
11,866
-1,539
5
$4.22M 5.08%
12,998
-1,282
6
$3.82M 4.6%
16,106
+109
7
$3.44M 4.14%
114,309
-10,963
8
$3.38M 4.06%
78,216
+10,467
9
$2.8M 3.37%
21,818
+296
10
$2.58M 3.1%
21,523
+140
11
$2.55M 3.07%
13,060
+2,938
12
$2.46M 2.97%
31,917
+231
13
$2.27M 2.73%
19,836
-16,354
14
$2.15M 2.59%
1,817
+18
15
$1.92M 2.31%
+15,008
16
$1.85M 2.23%
52,010
+132
17
$1.79M 2.16%
10,184
+172
18
$1.57M 1.88%
+15,058
19
$1.51M 1.82%
16,947
+6,295
20
$1.5M 1.81%
59,411
-7,414
21
$1.49M 1.79%
3,821
+16
22
$1.49M 1.79%
3,618
-2,338
23
$1.46M 1.76%
41,348
+6,953
24
$1.44M 1.73%
24,801
+256
25
$1.31M 1.58%
+12,055
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