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
126
$1K ﹤0.01%
13
127
$0 ﹤0.01%
6
128
$0 ﹤0.01%
9
129
$0 ﹤0.01%
1
130
$0 ﹤0.01%
1
131
– –
-3,152
132
– –
-58
133
$0 ﹤0.01%
3
134
$0 ﹤0.01%
15
135
– –
-8,335
136
$0 ﹤0.01%
2
137
– –
-1,253
138
– –
-16,000
139
– –
-7
140
$0 ﹤0.01%
8
141
$0 ﹤0.01%
8
142
$0 ﹤0.01%
4
143
– –
-1,000
2 3 4 5
6