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
$309M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.91M
3
+$4.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.69M

Top Sells

1
+$10.6M
2
+$1.96M
3
+$530K
4
VV icon
Vanguard Large-Cap ETF
VV
+$296K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$256K

Sector Composition

1 Consumer Discretionary 0.5%
2 Technology 0.36%
3 Consumer Staples 0.1%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.34%
10,903
27
$1.04M 0.34%
25,436
+2,578
28
$987K 0.32%
11,262
+1,399
29
$916K 0.3%
21,500
-1,000
30
$889K 0.29%
10,530
31
$670K 0.22%
8,285
+1,149
32
$535K 0.17%
46,392
+9,819
33
$527K 0.17%
78,654
34
$493K 0.16%
8,811
35
$429K 0.14%
35,628
+8,336
36
$319K 0.1%
4,200
37
$211K 0.07%
13,914
+4,132
38
$208K 0.07%
1,810
39
$150K 0.05%
8,442
40
$129K 0.04%
5,043
-60
41
$125K 0.04%
5,000
42
$124K 0.04%
3,038
+817
43
$122K 0.04%
1,000
44
$120K 0.04%
3,132
-154
45
$117K 0.04%
+10,100
46
$110K 0.04%
1,276
47
$106K 0.03%
3,152
48
$90K 0.03%
790
49
$84K 0.03%
5,000
50
$78K 0.03%
16,000
-10,000
1
2
3 4 5