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
$275M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$30.5M
3
+$27.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$24.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.92%
2 Consumer Discretionary 0.54%
3 Technology 0.42%
4 Consumer Staples 0.12%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
+200
102
$5K ﹤0.01%
+150
103
$5K ﹤0.01%
+58
104
$4K ﹤0.01%
+1,000
105
$2K ﹤0.01%
+44
106
$2K ﹤0.01%
+130
107
$1K ﹤0.01%
+11
108
$1K ﹤0.01%
+22
109
$1K ﹤0.01%
+19
110
$1K ﹤0.01%
+12
111
$0 ﹤0.01%
+8
112
$0 ﹤0.01%
+6
113
$0 ﹤0.01%
+9
114
$0 ﹤0.01%
+4
115
$0 ﹤0.01%
+2
116
$0 ﹤0.01%
+8
117
$0 ﹤0.01%
+4
1 2 3 4
5