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
$338M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$5.64M
3
+$5.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M

Top Sells

1
+$10.3M
2
+$6.67M
3
+$2.97M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.13M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$916K

Sector Composition

1 Consumer Discretionary 0.48%
2 Technology 0.35%
3 Communication Services 0.11%
4 Energy 0.1%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.01%
414
+14
77
$29K 0.01%
1,408
78
$27K 0.01%
610
79
$25K 0.01%
1,000
-500
80
$25K 0.01%
756
81
$25K 0.01%
2,023
82
$24K 0.01%
858
83
$24K 0.01%
1,253
84
$22K 0.01%
116
85
$21K 0.01%
500
86
$19K 0.01%
1,053
87
$18K 0.01%
200
88
$18K 0.01%
300
89
$18K 0.01%
400
90
$18K 0.01%
600
91
$16K ﹤0.01%
1,000
92
$14K ﹤0.01%
299
93
$14K ﹤0.01%
1,000
94
$13K ﹤0.01%
510
95
$13K ﹤0.01%
1,000
96
$13K ﹤0.01%
227
97
$12K ﹤0.01%
456
98
$12K ﹤0.01%
1,107
99
$12K ﹤0.01%
+700
100
$12K ﹤0.01%
1,083
2 3
4
5 6