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
151
$267K 0.1%
+1,673
152
$264K 0.1%
3,936
-1,003
153
$264K 0.1%
+4,619
154
$261K 0.1%
+4,393
155
$257K 0.1%
+6,297
156
$256K 0.1%
2,662
+345
157
$256K 0.1%
+931
158
$251K 0.1%
+5,591
159
$247K 0.09%
4,169
-86
160
$246K 0.09%
+13,653
161
$243K 0.09%
+2,497
162
$239K 0.09%
+4,704
163
$235K 0.09%
+21,009
164
$230K 0.09%
+5,156
165
$230K 0.09%
+5,033
166
$225K 0.09%
+576
167
$225K 0.09%
+10,206
168
$221K 0.08%
481
-24
169
$220K 0.08%
+4,615
170
$219K 0.08%
5,834
-918
171
$211K 0.08%
+3,259
172
$210K 0.08%
+5,208
173
$208K 0.08%
+904
174
$207K 0.08%
766
-154
175
$207K 0.08%
+4,720
5 6
7
8 9