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
$338M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$5.64M
3
+$5.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M

Top Sells

1
+$10.3M
2
+$6.67M
3
+$2.97M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.13M
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$916K

Sector Composition

1 Consumer Discretionary 0.48%
2 Technology 0.35%
3 Communication Services 0.11%
4 Energy 0.1%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K ﹤0.01%
1,000
102
$11K ﹤0.01%
1,000
103
$10K ﹤0.01%
109
104
$10K ﹤0.01%
200
105
$10K ﹤0.01%
648
106
$9K ﹤0.01%
1,000
107
$9K ﹤0.01%
+400
108
$8K ﹤0.01%
+106
109
$7K ﹤0.01%
37
110
$6K ﹤0.01%
75
111
$6K ﹤0.01%
73
+15
112
$5K ﹤0.01%
200
113
$4K ﹤0.01%
100
114
$4K ﹤0.01%
486
+474
115
$3K ﹤0.01%
800
-1,000
116
$2K ﹤0.01%
44
117
$2K ﹤0.01%
+32
118
$2K ﹤0.01%
+62
119
$2K ﹤0.01%
3,000
+200
120
$2K ﹤0.01%
12
121
$1K ﹤0.01%
+12
122
$1K ﹤0.01%
+32
123
$1K ﹤0.01%
+26
124
$1K ﹤0.01%
+40
125
$1K ﹤0.01%
+29
3 4
5
6 7