EMAM

Encompass More Asset Management Portfolio holdings

AUM $520M
1-Year Est. Return 24.68%
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.18M
3
+$4.16M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.83M
5
SECT icon
Main Sector Rotation ETF
SECT
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.34%
2 Financials 2.03%
3 Communication Services 1.61%
4 Consumer Discretionary 1.3%
5 Industrials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.54%
+6,444
52
$479K 0.54%
+1,008
53
$475K 0.53%
+6,598
54
$450K 0.51%
+924
55
$420K 0.47%
+1,692
56
$415K 0.47%
+6,870
57
$388K 0.44%
+2,650
58
$362K 0.41%
+2,273
59
$356K 0.4%
+4,366
60
$353K 0.4%
+8,819
61
$294K 0.33%
+5,940
62
$285K 0.32%
+1,359
63
$282K 0.32%
+1,337
64
$270K 0.3%
+9,447
65
$268K 0.3%
+1,762
66
$265K 0.3%
+919
67
$261K 0.29%
+7,321
68
$259K 0.29%
+5,038
69
$258K 0.29%
+7,861
70
$258K 0.29%
+5,341
71
$257K 0.29%
+4,599
72
$247K 0.28%
+1,452
73
$246K 0.28%
+831
74
$246K 0.28%
+9,751
75
$241K 0.27%
+2,187
1 2
3
4