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
$309M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.91M
3
+$4.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.69M

Top Sells

1
+$10.6M
2
+$1.96M
3
+$530K
4
VV icon
Vanguard Large-Cap ETF
VV
+$296K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$256K

Sector Composition

1 Consumer Discretionary 0.5%
2 Technology 0.36%
3 Consumer Staples 0.1%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.02%
1,000
-200
52
$71K 0.02%
20,000
53
$68K 0.02%
5,000
+3,000
54
$68K 0.02%
3,000
55
$67K 0.02%
2,000
-500
56
$67K 0.02%
4,950
57
$66K 0.02%
+4,740
58
$65K 0.02%
1,662
59
$63K 0.02%
587
60
$63K 0.02%
400
61
$62K 0.02%
+272
62
$62K 0.02%
2,266
63
$59K 0.02%
4,000
+2,000
64
$56K 0.02%
850
65
$56K 0.02%
1,200
66
$55K 0.02%
1,100
-125
67
$51K 0.02%
+3,000
68
$45K 0.01%
+1,176
69
$44K 0.01%
+911
70
$44K 0.01%
1,752
+222
71
$42K 0.01%
1,503
72
$41K 0.01%
1,500
73
$38K 0.01%
+3,000
74
$37K 0.01%
400
75
$36K 0.01%
2,100
1 2
3
4 5