EMA

Efficient Market Advisors Portfolio holdings

AUM $727M
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$30.5M
3
+$27.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.92%
2 Consumer Discretionary 0.54%
3 Technology 0.42%
4 Consumer Staples 0.12%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$994K 0.36%
+22,858
27
$887K 0.32%
+10,530
28
$850K 0.31%
+22,500
29
$815K 0.3%
+9,863
30
$577K 0.21%
+7,136
31
$501K 0.18%
+78,654
32
$471K 0.17%
+8,811
33
$390K 0.14%
+36,573
34
$325K 0.12%
+4,200
35
$300K 0.11%
+27,292
36
$200K 0.07%
+1,810
37
$155K 0.06%
+8,442
38
$136K 0.05%
+5,103
39
$133K 0.05%
+9,782
40
$125K 0.05%
+5,000
41
$118K 0.04%
+1,000
42
$115K 0.04%
+1,276
43
$110K 0.04%
+26,000
44
$109K 0.04%
+3,286
45
$99K 0.04%
+3,152
46
$92K 0.03%
+1,200
47
$91K 0.03%
+3,636
48
$88K 0.03%
+790
49
$86K 0.03%
+2,221
50
$86K 0.03%
+2,500
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