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
$338M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$5.64M
3
+$5.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M

Top Sells

1
+$10.3M
2
+$6.67M
3
+$2.97M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.13M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$916K

Sector Composition

1 Consumer Discretionary 0.48%
2 Technology 0.35%
3 Communication Services 0.11%
4 Energy 0.1%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$89K 0.03%
6,591
+4,927
52
$84K 0.02%
433
-53,332
53
$83K 0.02%
1,014
+14
54
$82K 0.02%
2,089
-23,347
55
$79K 0.02%
+5,000
56
$77K 0.02%
5,000
57
$75K 0.02%
2,000
58
$73K 0.02%
16,000
59
$71K 0.02%
400
60
$69K 0.02%
1,662
61
$68K 0.02%
5,000
62
$66K 0.02%
2,266
63
$66K 0.02%
3,000
64
$65K 0.02%
1,347
-138,187
65
$65K 0.02%
4,950
66
$62K 0.02%
587
67
$60K 0.02%
1,100
68
$60K 0.02%
+2,399
69
$58K 0.02%
4,000
70
$48K 0.01%
1,503
71
$45K 0.01%
1,606
72
$45K 0.01%
4,740
73
$43K 0.01%
1,752
74
$42K 0.01%
2,100
75
$41K 0.01%
400
1 2
3
4 5