ETCM

Evolutionary Tree Capital Management Portfolio holdings

AUM $91.7M
1-Year Est. Return 34.03%
This Quarter Est. Return
1 Year Est. Return
+34.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.39M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$755K
5
PRCT icon
Procept Biorobotics
PRCT
+$743K

Top Sells

1
+$2.54M
2
+$2.36M
3
+$1.85M
4
INSP icon
Inspire Medical Systems
INSP
+$1.72M
5
PANW icon
Palo Alto Networks
PANW
+$1.63M

Sector Composition

1 Technology 47.46%
2 Consumer Discretionary 17.88%
3 Healthcare 16.17%
4 Communication Services 13.05%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.95M 9.23%
41,764
-624
2
$7.2M 8.37%
19,193
+2,012
3
$4.77M 5.54%
5,987
-92
4
$4.49M 5.22%
7,796
+664
5
$4.3M 5%
73,867
+12,749
6
$4.02M 4.68%
43,160
-420
7
$3.97M 4.61%
11,739
-164
8
$3.83M 4.45%
1,965
-40
9
$3.66M 4.26%
38,379
-456
10
$3.56M 4.13%
48,806
-727
11
$3.43M 3.99%
+7,997
12
$3.22M 3.74%
20,656
-9,459
13
$3.03M 3.52%
12,441
+1,636
14
$2.71M 3.15%
46,495
-27,388
15
$2.56M 2.97%
4,865
-4,485
16
$2.41M 2.8%
13,343
+2,643
17
$2.39M 2.77%
+6,507
18
$2.29M 2.66%
3,873
-70
19
$2.27M 2.63%
+84,535
20
$2.12M 2.46%
6,052
-110
21
$2M 2.32%
44,200
+7,237
22
$1.84M 2.14%
73,501
-3,287
23
$1.77M 2.05%
7,558
-3,068
24
$1.7M 1.97%
3,429
-666
25
$1.54M 1.79%
46,267
-18,860
1
2