EMAM

Encompass More Asset Management Portfolio holdings

AUM $540M
1-Year Est. Return 23.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.7M
3
+$9.02M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.91M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.52M

Top Sells

1
+$6.31M
2
+$3.51M
3
+$3.41M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.67M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.25M

Sector Composition

1 Technology 5.09%
2 Consumer Discretionary 4.2%
3 Financials 2.07%
4 Communication Services 2.02%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
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