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
$421M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.29M
3
+$5.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.39M

Top Sells

1
+$8.6M
2
+$3.24M
3
+$1.52M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$986K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
3 Consumer Staples 0.1%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.52%
23,236
+5,114
27
$1.92M 0.46%
25,866
+15,524
28
$1.8M 0.43%
47,503
-4,239
29
$1.41M 0.34%
14,299
-578
30
$1.38M 0.33%
32,356
+5,848
31
$1.24M 0.3%
11,500
-1,609
32
$1.08M 0.26%
13,215
-1,780
33
$918K 0.22%
16,021
+2,034
34
$914K 0.22%
9,281
-547
35
$888K 0.21%
11,139
+8,500
36
$557K 0.13%
5,207
-2,644
37
$484K 0.12%
6,566
+42
38
$451K 0.11%
34,776
-2,547
39
$441K 0.1%
57,780
-1,404
40
$409K 0.1%
12,097
-664
41
$326K 0.08%
11,000
-2,000
42
$268K 0.06%
21,072
-4,916
43
$262K 0.06%
1,810
44
$261K 0.06%
3,066
+2,672
45
$241K 0.06%
2,086
+236
46
$154K 0.04%
10,587
+489
47
$141K 0.03%
1,900
+300
48
$139K 0.03%
7,307
49
$137K 0.03%
10,026
+2,362
50
$125K 0.03%
5,000
1
2
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