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
126
$1K ﹤0.01%
+20
127
$1K ﹤0.01%
+14
128
$1K ﹤0.01%
+21
129
$1K ﹤0.01%
+26
130
$1K ﹤0.01%
+9
131
$1K ﹤0.01%
+25
132
$1K ﹤0.01%
+4
133
$1K ﹤0.01%
+18
134
$1K ﹤0.01%
+20
135
$1K ﹤0.01%
11
136
$1K ﹤0.01%
+56
137
$1K ﹤0.01%
+18
138
$1K ﹤0.01%
+11
139
$1K ﹤0.01%
22
140
$1K ﹤0.01%
+13
141
$1K ﹤0.01%
+39
142
$1K ﹤0.01%
+18
143
$1K ﹤0.01%
+11
144
$1K ﹤0.01%
+14
145
$1K ﹤0.01%
19
146
$1K ﹤0.01%
+13
147
$0 ﹤0.01%
6
148
– –
-500
149
– –
-850
150
– –
-911
3 4 5
6
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