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
$394M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$3.52M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M

Top Sells

1
+$10M
2
+$3.53M
3
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.07M

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Communication Services 0.09%
4 Energy 0.08%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.01%
1,358
77
$35K 0.01%
+1,463
78
$32K 0.01%
+793
79
$29K 0.01%
1,408
80
$29K 0.01%
2,046
+1,046
81
$28K 0.01%
2,023
82
$27K 0.01%
1,200
+200
83
$26K 0.01%
756
84
$25K 0.01%
1,000
85
$25K 0.01%
858
86
$23K 0.01%
472
87
$23K 0.01%
802
-804
88
$21K 0.01%
500
89
$20K 0.01%
1,053
90
$19K ﹤0.01%
600
91
$18K ﹤0.01%
200
92
$17K ﹤0.01%
300
93
$17K ﹤0.01%
400
94
$16K ﹤0.01%
376
-25,084
95
$16K ﹤0.01%
299
96
$15K ﹤0.01%
1,000
97
$14K ﹤0.01%
1,107
98
$14K ﹤0.01%
510
99
$13K ﹤0.01%
700
100
$13K ﹤0.01%
1,083
2 3
4
5 6