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
$408M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.72M
3
+$5.15M
4
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$5.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4M

Top Sells

1
+$15.7M
2
+$3.81M
3
+$3.25M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.19M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.97M

Sector Composition

1 Consumer Discretionary 0.36%
2 Real Estate 0.29%
3 Technology 0.29%
4 Consumer Staples 0.09%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.03%
1,200
+200
52
$129K 0.03%
1,400
-600
53
$128K 0.03%
5,043
54
$125K 0.03%
5,000
55
$124K 0.03%
8,000
56
$118K 0.03%
3,800
57
$118K 0.03%
11,250
58
$114K 0.03%
5,500
59
$113K 0.03%
5,875
60
$107K 0.03%
7,422
+2,968
61
$98K 0.02%
5,893
62
$96K 0.02%
790
63
$93K 0.02%
9,100
64
$93K 0.02%
2,000
65
$93K 0.02%
3,904
+291
66
$91K 0.02%
1,000
67
$86K 0.02%
1,100
68
$78K 0.02%
5,000
69
$78K 0.02%
400
-5
70
$72K 0.02%
4,950
71
$72K 0.02%
+1,300
72
$72K 0.02%
3,000
73
$65K 0.02%
587
74
$62K 0.02%
2,108
75
$61K 0.01%
1,347
1 2
3
4 5