EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
1-Year Return
9.65%
This Quarter Return
+1.24%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$408M
AUM Growth
+$30.3M
(+8%)
Cap. Flow
+$28.5M
Cap. Flow
% of AUM
6.98%
Top 10 Holdings %
Top 10 Hldgs %
75.8%
Holding
268
New
12
Increased
33
Reduced
19
Closed
110
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$10M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$5.72M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.15M |
| 4 |
Invesco Global Listed Private Equity ETF
PSP
|
$5.05M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$4M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.36% |
| 2 | Real Estate | 0.29% |
| 3 | Technology | 0.29% |
| 4 | Consumer Staples | 0.09% |
| 5 | Communication Services | 0.08% |