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
$408M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.72M
3
+$5.15M
4
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$5.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4M

Top Sells

1
+$15.7M
2
+$3.81M
3
+$3.25M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.19M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.97M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.48%
16,917
+4,178
27
$1.66M 0.41%
35,345
+6,008
28
$1.51M 0.37%
14,211
+1,293
29
$1.47M 0.36%
+36,838
30
$1.15M 0.28%
13,973
+214
31
$1.13M 0.28%
+34,040
32
$947K 0.23%
8,173
-3,512
33
$921K 0.23%
9,828
-550
34
$861K 0.21%
14,153
+322
35
$828K 0.2%
+10,848
36
$767K 0.19%
18,500
-2,000
37
$653K 0.16%
79,932
+18,648
38
$572K 0.14%
42,207
+6,429
39
$541K 0.13%
5,917
-35,518
40
$424K 0.1%
11,500
-53,418
41
$383K 0.09%
27,760
+3,392
42
$345K 0.08%
4,090
-853
43
$330K 0.08%
6,293
-11,490
44
$330K 0.08%
4,063
+8
45
$306K 0.07%
+3,844
46
$257K 0.06%
1,810
47
$194K 0.05%
1,850
48
$161K 0.04%
6,124
-595,930
49
$158K 0.04%
10,767
+2,765
50
$141K 0.03%
7,307
1
2
3 4 5