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
$421M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.29M
3
+$5.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.39M

Top Sells

1
+$8.6M
2
+$3.24M
3
+$1.52M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$986K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
3 Consumer Staples 0.1%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K ﹤0.01%
+170
102
$18K ﹤0.01%
990
103
$17K ﹤0.01%
376
104
$16K ﹤0.01%
1,056
+56
105
$16K ﹤0.01%
+155
106
$15K ﹤0.01%
1,107
107
$15K ﹤0.01%
311
+12
108
$15K ﹤0.01%
976
109
$14K ﹤0.01%
+598
110
$14K ﹤0.01%
717
-691
111
$14K ﹤0.01%
296
+74
112
$14K ﹤0.01%
1,083
113
$13K ﹤0.01%
635
+179
114
$13K ﹤0.01%
249
115
$13K ﹤0.01%
+800
116
$13K ﹤0.01%
1,000
117
$13K ﹤0.01%
1,000
118
$12K ﹤0.01%
698
119
$11K ﹤0.01%
228
+28
120
$11K ﹤0.01%
400
121
$10K ﹤0.01%
472
122
$10K ﹤0.01%
+132
123
$9K ﹤0.01%
125
-146
124
$9K ﹤0.01%
+200
125
$8K ﹤0.01%
+211
3 4
5
6 7