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
$394M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$3.52M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M

Top Sells

1
+$10M
2
+$3.53M
3
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.07M

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Communication Services 0.09%
4 Energy 0.08%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.35%
13,362
+496
27
$1.06M 0.27%
12,935
+1,801
28
$1.04M 0.27%
10,378
29
$857K 0.22%
109,836
+13,206
30
$777K 0.2%
57,930
+3,381
31
$749K 0.19%
20,500
-1,000
32
$512K 0.13%
37,380
+3,096
33
$407K 0.1%
5,444
-134,004
34
$376K 0.1%
14,442
+797
35
$358K 0.09%
4,239
-626
36
$357K 0.09%
21,628
+4,358
37
$316K 0.08%
4,053
+1
38
$208K 0.05%
1,810
39
$202K 0.05%
2,500
40
$201K 0.05%
2,000
-76
41
$177K 0.04%
12,107
+3,412
42
$147K 0.04%
7,307
-1,135
43
$135K 0.03%
5,043
44
$131K 0.03%
1,000
45
$125K 0.03%
5,000
46
$119K 0.03%
8,000
+3,000
47
$118K 0.03%
1,877
+100
48
$117K 0.03%
4,800
49
$115K 0.03%
9,100
50
$115K 0.03%
2,659
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