EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
This Quarter Return
+4.34%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$338M
AUM Growth
+$338M
(+9.4%)
Cap. Flow
-$9.62M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
76.3%
Holding
168
New
31
Increased
35
Reduced
18
Closed
12
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$9.32M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$5.32M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.5M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.64M |
| 5 |
Invesco Global Listed Private Equity ETF
PSP
|
$2.49M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$19.8M |
| 2 |
KOL
VanEck Vectors Coal ETF
KOL
|
$10.3M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$6.67M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.97M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.13M |
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% |
