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
$408M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.72M
3
+$5.15M
4
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$5.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4M

Top Sells

1
+$15.7M
2
+$3.81M
3
+$3.25M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.19M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.97M

Sector Composition

1 Consumer Discretionary 0.36%
2 Real Estate 0.29%
3 Technology 0.29%
4 Consumer Staples 0.09%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.01%
1,662
77
$59K 0.01%
410
78
$58K 0.01%
2,100
79
$56K 0.01%
1,281
-591
80
$56K 0.01%
1,200
-1,101
81
$55K 0.01%
5,000
82
$43K 0.01%
1,087
83
$42K 0.01%
1,604
84
$42K 0.01%
400
85
$41K 0.01%
1,503
86
$39K 0.01%
1,463
87
$38K 0.01%
1,200
88
$36K 0.01%
793
89
$33K 0.01%
160
-5
90
$32K 0.01%
+1,750
91
$31K 0.01%
2,046
92
$30K 0.01%
1,358
93
$30K 0.01%
2,023
94
$29K 0.01%
1,408
95
$28K 0.01%
1,000
96
$24K 0.01%
756
97
$22K 0.01%
1,205
98
$22K 0.01%
141
99
$22K 0.01%
+300
100
$21K 0.01%
200
2 3
4
5 6