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
$421M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.29M
3
+$5.91M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.39M

Top Sells

1
+$8.6M
2
+$3.24M
3
+$1.52M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$986K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
3 Consumer Staples 0.1%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K ﹤0.01%
510
127
$8K ﹤0.01%
75
128
$8K ﹤0.01%
+86
129
$7K ﹤0.01%
+2,000
130
$6K ﹤0.01%
200
131
$6K ﹤0.01%
400
132
$6K ﹤0.01%
756
133
$5K ﹤0.01%
100
134
$5K ﹤0.01%
+84
135
$5K ﹤0.01%
+57
136
$4K ﹤0.01%
+74
137
$4K ﹤0.01%
700
138
$4K ﹤0.01%
100
139
$3K ﹤0.01%
+23
140
$2K ﹤0.01%
26
141
$2K ﹤0.01%
+72
142
$2K ﹤0.01%
+26
143
$2K ﹤0.01%
39
144
$2K ﹤0.01%
+33
145
$2K ﹤0.01%
12
146
$1K ﹤0.01%
+22
147
$1K ﹤0.01%
+5
148
$1K ﹤0.01%
+57
149
$1K ﹤0.01%
+19
150
$1K ﹤0.01%
+20
4 5
6
7 8