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
$421M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.29M
3
+$5.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.39M

Top Sells

1
+$8.6M
2
+$3.24M
3
+$1.52M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$986K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
3 Consumer Staples 0.1%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.01%
1,219
-41
77
$55K 0.01%
5,000
78
$54K 0.01%
4,000
79
$51K 0.01%
9,250
+1,125
80
$49K 0.01%
1,780
+1,080
81
$47K 0.01%
5,300
82
$41K 0.01%
1,087
83
$41K 0.01%
900
-8,140
84
$37K 0.01%
400
85
$36K 0.01%
1,463
86
$33K 0.01%
668
-9
87
$31K 0.01%
2,046
88
$31K 0.01%
1,750
89
$30K 0.01%
2,023
90
$29K 0.01%
1,033
91
$29K 0.01%
810
+17
92
$28K 0.01%
515
+215
93
$26K 0.01%
1,051
94
$23K 0.01%
756
95
$21K 0.01%
858
96
$20K ﹤0.01%
+300
97
$20K ﹤0.01%
141
98
$20K ﹤0.01%
500
99
$19K ﹤0.01%
312
+12
100
$19K ﹤0.01%
400
2 3
4
5 6