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
$394M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$3.52M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M

Top Sells

1
+$10M
2
+$3.53M
3
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.07M

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Communication Services 0.09%
4 Energy 0.08%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.03%
11,250
52
$113K 0.03%
5,500
53
$113K 0.03%
2,301
54
$104K 0.03%
5,875
+875
55
$99K 0.03%
790
56
$95K 0.02%
5,893
57
$91K 0.02%
2,089
58
$86K 0.02%
5,000
59
$83K 0.02%
2,000
60
$79K 0.02%
1,000
61
$74K 0.02%
1,100
62
$71K 0.02%
4,950
63
$70K 0.02%
3,000
64
$69K 0.02%
1,662
65
$67K 0.02%
400
66
$65K 0.02%
1,347
-12
67
$64K 0.02%
587
68
$59K 0.02%
2,108
-158
69
$55K 0.01%
5,000
70
$51K 0.01%
400
71
$49K 0.01%
2,100
72
$47K 0.01%
1,503
73
$42K 0.01%
400
74
$38K 0.01%
195
-12
75
$36K 0.01%
4,740
1 2
3
4 5