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
$275M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$30.5M
3
+$27.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.92%
2 Consumer Discretionary 0.54%
3 Technology 0.42%
4 Consumer Staples 0.12%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22K 0.01%
+756
77
$21K 0.01%
+489
78
$21K 0.01%
+1,253
79
$20K 0.01%
+858
80
$20K 0.01%
+500
81
$20K 0.01%
+600
82
$19K 0.01%
+116
83
$16K 0.01%
+200
84
$16K 0.01%
+300
85
$15K 0.01%
+376
86
$15K 0.01%
+400
87
$15K 0.01%
+1,000
88
$14K 0.01%
+1,107
89
$14K 0.01%
+1,000
90
$13K ﹤0.01%
+1,000
91
$13K ﹤0.01%
+299
92
$13K ﹤0.01%
+1,083
93
$12K ﹤0.01%
+456
94
$12K ﹤0.01%
+227
95
$12K ﹤0.01%
+1,000
96
$12K ﹤0.01%
+1,000
97
$10K ﹤0.01%
+648
98
$9K ﹤0.01%
+1,000
99
$7K ﹤0.01%
+37
100
$5K ﹤0.01%
+75
1 2 3
4
5