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
$408M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.72M
3
+$5.15M
4
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$5.05M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4M

Top Sells

1
+$15.7M
2
+$3.81M
3
+$3.25M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.19M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.97M

Sector Composition

1 Consumer Discretionary 0.36%
2 Real Estate 0.29%
3 Technology 0.29%
4 Consumer Staples 0.09%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
423
127
$6K ﹤0.01%
600
128
$5K ﹤0.01%
100
129
$5K ﹤0.01%
100
-1,777
130
$2K ﹤0.01%
+26
131
$2K ﹤0.01%
34
132
$2K ﹤0.01%
39
133
$2K ﹤0.01%
3,000
134
$2K ﹤0.01%
19
135
$2K ﹤0.01%
12
136
$1K ﹤0.01%
65
137
$1K ﹤0.01%
13
138
$1K ﹤0.01%
86
139
$1K ﹤0.01%
23
140
$1K ﹤0.01%
11
141
$1K ﹤0.01%
40
142
$1K ﹤0.01%
22
143
$1K ﹤0.01%
24
144
$1K ﹤0.01%
14
145
$1K ﹤0.01%
60
146
$1K ﹤0.01%
11
147
$1K ﹤0.01%
800
148
– –
-15
149
– –
-70
150
– –
-3
4 5
6
7 8