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EMA

Efficient Market Advisors Portfolio holdings

AUM $727M
1-Year Est. Return 9.65%
This Fund
S&P 500
This Quarter Est. Return
+2.45%
1 Year Est. Return
+9.65%
3 Year Est. Return
+5.97%
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$26.3M
Cap. Flow
+$16.4M
Cap. Flow %
3.78%
Top 10 Hldgs %
75.66%
Holding
159
New
2
Increased
36
Reduced
27
Closed
11

Sector Composition

Rank Sector Weight
1 Miscellaneous 98.96%
2 Consumer Discretionary 0.33%
3 Technology 0.2%
4 Real Estate 0.13%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INTC icon
126
Intel
INTC
$473B
$6K ﹤0.01%
200
SCHB icon
127
Schwab US Broad Market ETF
SCHB
$44.7B
$6K ﹤0.01%
756
+36
+5% +$301
CCL icon
128
Carnival Corporation Ltd
CCL
$33.9B
$5K ﹤0.01%
100
VER
129
DELISTED
VEREIT, Inc.
VER
$5K ﹤0.01%
100
DVY icon
130
iShares Select Dividend ETF
DVY
$23.8B
$2K ﹤0.01%
26
VT icon
131
Vanguard Total World Stock ETF
VT
$81.2B
$2K ﹤0.01%
39
XRA
132
DELISTED
Exeter Resources Corporation
XRA
$2K ﹤0.01%
3,000
FTR
133
DELISTED
Frontier Communications Corp.
FTR
$2K ﹤0.01%
19
TWC
134
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$2K ﹤0.01%
12
LQD icon
135
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$1K ﹤0.01%
11
SBUX icon
136
Starbucks
SBUX
$123B
$1K ﹤0.01%
22
SCHZ icon
137
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1K ﹤0.01%
24
TSLA icon
138
Tesla
TSLA
$1.38T
$1K ﹤0.01%
60
SCTY
139
DELISTED
SolarCity Corporation
SCTY
$1K ﹤0.01%
13
ANF icon
140
Abercrombie & Fitch
ANF
$6.59B
$0 ﹤0.01%
6
BABA icon
141
Alibaba
BABA
$296B
-200
Closed -$21K
BSX icon
142
Boston Scientific
BSX
$67.9B
-86
Closed -$1K
CHRD icon
143
Chord Energy
CHRD
$7.99B
-21
Closed
GM icon
144
General Motors
GM
$75.7B
$0 ﹤0.01%
9
GOOG icon
145
Alphabet (Google) Class C
GOOG
$4.19T
-1,604
Closed -$42K
GOVI icon
146
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.23B
$0 ﹤0.01%
1
IYY icon
147
iShares Dow Jones US ETF
IYY
$3.06B
-34
Closed -$2K
LDOS icon
148
Leidos
LDOS
$17.7B
-23
Closed -$1K
PRGS icon
149
Progress Software
PRGS
$1.84B
-40
Closed -$1K
RWO icon
150
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.26B
$0 ﹤0.01%
3

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Efficient Market Advisors's Q1 2015 Portfolio in Review

As of Q1 2015, Efficient Market Advisors held 159 positions worth $435M, up 6.4% from $408M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Efficient Market Advisors deployed $16.4M of net new capital in Q1 2015, opening 2 new positions and adding to 36 existing holdings. Its largest new stake was iShares MSCI South Korea ETF: 222 shares worth $13K.

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 State Street SPDR S&P 500 ETF Trust, an estimated $1.46M trimmed.

  • Efficient Market Advisors's largest Q1 2015 buy was iShares MSCI South Korea ETF: 222 shares worth $13K.
  • Efficient Market Advisors added most to iShares Core S&P Small-Cap ETF in Q1 2015, an estimated $4.03M increase.
  • Efficient Market Advisors's biggest Q1 2015 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.46M.
  • Efficient Market Advisors fully exited Alphabet (Google) Class C in Q1 2015, selling an estimated $42K.
  • Efficient Market Advisors's ten largest holdings make up 76% of its $435M portfolio in Q1 2015.
  • Efficient Market Advisors opened 2 new positions and closed 11 in Q1 2015.
  • Efficient Market Advisors's portfolio value rose 6.4% quarter-over-quarter to $435M.

Based on Efficient Market Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.