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
$275M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$30.5M
3
+$27.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.92%
2 Consumer Discretionary 0.54%
3 Technology 0.42%
4 Consumer Staples 0.12%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77K 0.03%
+5,000
52
$72K 0.03%
+4,950
53
$67K 0.02%
+3,000
54
$63K 0.02%
+587
55
$61K 0.02%
+400
56
$60K 0.02%
+1,200
57
$60K 0.02%
+2,266
58
$59K 0.02%
+1,662
59
$54K 0.02%
+850
60
$45K 0.02%
+730
61
$44K 0.02%
+20,000
62
$37K 0.01%
+1,503
63
$35K 0.01%
+382
64
$35K 0.01%
+1,530
65
$35K 0.01%
+1,606
66
$34K 0.01%
+400
67
$34K 0.01%
+400
68
$31K 0.01%
+2,000
69
$30K 0.01%
+2,100
70
$30K 0.01%
+1,225
71
$29K 0.01%
+2,000
72
$27K 0.01%
+1,500
73
$27K 0.01%
+2,023
74
$26K 0.01%
+1,408
75
$23K 0.01%
+1,053
1 2
3
4 5