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
$262M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$5.59M
3
+$5.13M
4
FFOG icon
Franklin Focused Growth ETF
FFOG
+$4.7M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.23M

Top Sells

1
+$2.79M
2
+$2.72M
3
+$2.15M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$1.92M
5
BUYW icon
Main BuyWrite ETF
BUYW
+$893K

Sector Composition

1 Technology 4.55%
2 Consumer Discretionary 3.68%
3 Financials 2.21%
4 Communication Services 1.95%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.53%
4,891
-9,613
52
$1.35M 0.51%
9,932
+1,101
53
$1.34M 0.51%
1,510
+1,142
54
$1.29M 0.49%
+38,708
55
$1.26M 0.48%
53,715
+8,614
56
$1.19M 0.45%
2,077
+1,263
57
$1.18M 0.45%
10,587
+179
58
$1.15M 0.44%
12,675
+524
59
$1.14M 0.43%
13,684
+4,577
60
$1.03M 0.39%
+6,197
61
$1M 0.38%
+31,377
62
$983K 0.37%
+28,023
63
$950K 0.36%
+70,396
64
$919K 0.35%
5,306
+1,878
65
$882K 0.34%
+12,615
66
$855K 0.33%
+1,205
67
$774K 0.29%
2,542
+1,048
68
$765K 0.29%
+6,313
69
$728K 0.28%
+27,549
70
$708K 0.27%
+122,335
71
$704K 0.27%
+17,384
72
$699K 0.27%
+16,910
73
$697K 0.27%
6,927
-4,213
74
$692K 0.26%
+19,244
75
$679K 0.26%
+17,430
1 2
3
4 5