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
$338M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$5.64M
3
+$5.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M

Top Sells

1
+$10.3M
2
+$6.67M
3
+$2.97M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.13M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$916K

Sector Composition

1 Consumer Discretionary 0.48%
2 Technology 0.35%
3 Communication Services 0.11%
4 Energy 0.1%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.26%
21,500
27
$867K 0.26%
10,275
-255
28
$804K 0.24%
+16,137
29
$784K 0.23%
9,792
+1,507
30
$580K 0.17%
46,482
+90
31
$578K 0.17%
78,654
32
$506K 0.15%
9,024
+213
33
$415K 0.12%
31,612
-4,016
34
$346K 0.1%
4,200
35
$344K 0.1%
4,568
-28,257
36
$223K 0.07%
14,142
+228
37
$215K 0.06%
1,810
38
$212K 0.06%
2,093
+817
39
$155K 0.05%
8,442
40
$137K 0.04%
9,100
-1,000
41
$135K 0.04%
3,219
+181
42
$135K 0.04%
5,096
+53
43
$132K 0.04%
3,132
44
$126K 0.04%
1,011
+11
45
$125K 0.04%
5,000
46
$113K 0.03%
2,301
+1,101
47
$106K 0.03%
790
48
$102K 0.03%
5,500
+2,500
49
$97K 0.03%
3,152
50
$93K 0.03%
4,800
+1,800
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