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
$98.3M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.25M
3
+$1.03M
4
KRYS icon
Krystal Biotech
KRYS
+$249K
5
SE icon
Sea Limited
SE
+$213K

Top Sells

1
+$3.11M
2
+$1.52M
3
+$1.38M
4
ABNB icon
Airbnb
ABNB
+$1.33M
5
NOW icon
ServiceNow
NOW
+$1.27M

Sector Composition

1 Technology 39.86%
2 Healthcare 20.46%
3 Consumer Discretionary 18.12%
4 Communication Services 13.92%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.3M 9.46%
42,388
-5,329
2
$7.24M 7.37%
17,181
-3,599
3
$6.44M 6.56%
6,079
-1,195
4
$5.56M 5.65%
9,350
-5,238
5
$4.92M 5.01%
61,118
-8,725
6
$4.27M 4.35%
+73,883
7
$4.18M 4.25%
7,132
-401
8
$4.15M 4.22%
30,115
-2,638
9
$4.13M 4.2%
38,835
-2,109
10
$3.97M 4.03%
11,903
+3,095
11
$3.88M 3.95%
4,358
-410
12
$3.84M 3.9%
5,506
-960
13
$3.41M 3.47%
2,005
-110
14
$2.99M 3.04%
49,533
-2,515
15
$2.74M 2.79%
10,626
-643
16
$2.54M 2.59%
10,805
-777
17
$2.54M 2.58%
20,881
-2,118
18
$2.46M 2.5%
76,788
-5,235
19
$2.42M 2.47%
3,943
-214
20
$2.42M 2.47%
65,127
-2,706
21
$2.25M 2.29%
+36,963
22
$2.14M 2.17%
4,095
-247
23
$1.95M 1.98%
6,162
-4,353
24
$1.72M 1.75%
9,259
-1,170
25
$1.68M 1.71%
10,700
+1,588
1
2