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
$335M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Sells

1 +$15.9M
2 +$5.75M
3 +$3.16M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.64M
5
SECT icon
Main Sector Rotation ETF
SECT
+$2.6M

Sector Composition

1 Technology 4.33%
2 Consumer Discretionary 3.59%
3 Financials 2.22%
4 Industrials 1.54%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$299K 0.09%
958
-460
152
$293K 0.09%
939
-19
153
$290K 0.09%
+2,881
154
$289K 0.09%
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155
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156
$274K 0.08%
780
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157
$272K 0.08%
6,432
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158
$253K 0.08%
4,425
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159
$250K 0.07%
3,619
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$245K 0.07%
5,012
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161
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162
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13,733
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$243K 0.07%
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$217K 0.06%
585
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$217K 0.06%
4,991
-113
175
$212K 0.06%
+4,209