EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
This Quarter Return
+4.19%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+12%)
Cap. Flow
+$23.2M
Cap. Flow
% of AUM
7.52%
Top 10 Holdings %
Top 10 Hldgs %
72.44%
Holding
140
New
23
Increased
28
Reduced
16
Closed
3
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.8M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$4.91M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$4.12M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.81M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.69M |
Top Sells
| 1 |
TEAR
TearLab Corporation
TEAR
|
$10.6M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.96M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$530K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$296K |
| 5 |
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% |
