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
$309M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.91M
3
+$4.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.69M

Top Sells

1
+$10.6M
2
+$1.96M
3
+$530K
4
VV icon
Vanguard Large-Cap ETF
VV
+$296K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$256K

Sector Composition

1 Consumer Discretionary 0.5%
2 Technology 0.36%
3 Consumer Staples 0.1%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.01%
1,606
77
$35K 0.01%
400
78
$29K 0.01%
610
+121
79
$28K 0.01%
1,408
80
$25K 0.01%
+237
81
$25K 0.01%
2,023
82
$24K 0.01%
756
83
$23K 0.01%
858
84
$23K 0.01%
+1,664
85
$22K 0.01%
1,253
86
$20K 0.01%
116
87
$20K 0.01%
1,053
88
$19K 0.01%
500
89
$16K 0.01%
200
90
$16K 0.01%
300
91
$16K 0.01%
400
92
$16K 0.01%
600
93
$14K ﹤0.01%
1,000
94
$14K ﹤0.01%
376
95
$14K ﹤0.01%
299
96
$14K ﹤0.01%
1,000
97
$13K ﹤0.01%
1,107
98
$13K ﹤0.01%
510
-3,126
99
$13K ﹤0.01%
1,000
100
$13K ﹤0.01%
227
2 3
4
5 6