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
$394M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$3.52M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M

Top Sells

1
+$10M
2
+$3.53M
3
+$2.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.07M

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Communication Services 0.09%
4 Energy 0.08%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K ﹤0.01%
1,000
102
$12K ﹤0.01%
456
103
$12K ﹤0.01%
181
104
$12K ﹤0.01%
1,000
105
$11K ﹤0.01%
+400
106
$11K ﹤0.01%
423
107
$10K ﹤0.01%
648
108
$10K ﹤0.01%
400
109
$9K ﹤0.01%
200
110
$8K ﹤0.01%
106
111
$6K ﹤0.01%
75
112
$6K ﹤0.01%
37
113
$6K ﹤0.01%
200
114
$6K ﹤0.01%
96
-131
115
$4K ﹤0.01%
100
116
$4K ﹤0.01%
480
117
$3K ﹤0.01%
800
118
$2K ﹤0.01%
34
119
$2K ﹤0.01%
62
120
$2K ﹤0.01%
3,000
121
$2K ﹤0.01%
19
122
$2K ﹤0.01%
12
123
$1K ﹤0.01%
11
124
$1K ﹤0.01%
22
125
$1K ﹤0.01%
60
2 3 4
5
6