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
$309M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.91M
3
+$4.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.69M

Top Sells

1
+$10.6M
2
+$1.96M
3
+$530K
4
VV icon
Vanguard Large-Cap ETF
VV
+$296K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$256K

Sector Composition

1 Consumer Discretionary 0.5%
2 Technology 0.36%
3 Consumer Staples 0.1%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K ﹤0.01%
456
102
$12K ﹤0.01%
1,083
103
$12K ﹤0.01%
1,000
104
$11K ﹤0.01%
+110
105
$11K ﹤0.01%
+210
106
$11K ﹤0.01%
1,000
107
$10K ﹤0.01%
109
-273
108
$10K ﹤0.01%
+200
109
$10K ﹤0.01%
648
110
$9K ﹤0.01%
1,000
111
$8K ﹤0.01%
+1,800
112
$7K ﹤0.01%
+500
113
$6K ﹤0.01%
37
114
$6K ﹤0.01%
150
115
$5K ﹤0.01%
75
116
$5K ﹤0.01%
200
117
$5K ﹤0.01%
58
118
$3K ﹤0.01%
+100
119
$3K ﹤0.01%
+26
120
$2K ﹤0.01%
44
121
$2K ﹤0.01%
130
122
$2K ﹤0.01%
+2,800
123
$1K ﹤0.01%
11
124
$1K ﹤0.01%
22
125
$1K ﹤0.01%
19
2 3 4
5
6