Efficient Market Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Europe ETF
VGK
|
+$10.4M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
+$6.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.7M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.14M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$4.86M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.14M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$1.1M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$948K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$457K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.84% |
| 2 | Consumer Discretionary | 0.41% |
| 3 | Technology | 0.3% |
| 4 | Communication Services | 0.1% |
| 5 | Energy | 0.09% |
Similar funds
Efficient Market Advisors's Q1 2014 Portfolio in Review
As of Q1 2014, Efficient Market Advisors held 164 positions worth $376M, up 11% from $338M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Efficient Market Advisors deployed $32.8M of net new capital in Q1 2014, opening 8 new positions and adding to 26 existing holdings. Its largest new stake was Vanguard FTSE Europe ETF: 177,519 shares worth $10.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 99% a quarter earlier, followed by Consumer Discretionary and Technology.
On the sell side, the largest reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $4.86M trimmed.
- Efficient Market Advisors's largest Q1 2014 buy was Vanguard FTSE Europe ETF: 177,519 shares worth $10.5M.
- Efficient Market Advisors added most to iShares Floating Rate Bond ETF in Q1 2014, an estimated $6.7M increase.
- Efficient Market Advisors's biggest Q1 2014 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $4.86M.
- Efficient Market Advisors fully exited COLUMBIA PROPERTY TRUST, INC. in Q1 2014, selling an estimated $60K.
- Efficient Market Advisors's ten largest holdings make up 72% of its $376M portfolio in Q1 2014.
- Efficient Market Advisors opened 8 new positions and closed 25 in Q1 2014.
- Efficient Market Advisors's portfolio value rose 11% quarter-over-quarter to $376M.
Based on Efficient Market Advisors's 13F filing for Q1 2014, filed 2 May 2014.