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
$421M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.29M
3
+$5.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.39M

Top Sells

1
+$8.6M
2
+$3.24M
3
+$1.52M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$986K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
3 Consumer Staples 0.1%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$124K 0.03%
5,043
52
$122K 0.03%
8,000
53
$119K 0.03%
11,250
54
$119K 0.03%
1,650
+650
55
$116K 0.03%
957
+173
56
$97K 0.02%
5,893
57
$95K 0.02%
1,200
58
$94K 0.02%
4,658
+541
59
$90K 0.02%
2,035
+35
60
$81K 0.02%
904
+4
61
$75K 0.02%
1,704
+423
62
$74K 0.02%
382
+25
63
$72K 0.02%
400
64
$72K 0.02%
3,000
65
$71K 0.02%
4,950
66
$70K 0.02%
400
67
$69K 0.02%
628
+41
68
$66K 0.02%
1,512
+312
69
$64K 0.02%
2,136
+28
70
$63K 0.02%
2,000
71
$60K 0.01%
+457
72
$59K 0.01%
3,000
73
$58K 0.01%
2,200
+1,200
74
$57K 0.01%
1,747
+20
75
$56K 0.01%
+754
1 2
3
4 5