Efficient Market Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
+$9.31M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$5.45M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$5.41M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$3.63M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
KOL
VanEck Vectors Coal ETF
KOL
|
+$10.6M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
+$6.59M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$2.84M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.06M |
| 5 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$953K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.65% |
| 2 | Consumer Discretionary | 0.48% |
| 3 | Technology | 0.35% |
| 4 | Communication Services | 0.11% |
| 5 | Energy | 0.1% |
Similar funds
Efficient Market Advisors's Q4 2013 Portfolio in Review
As of Q4 2013, Efficient Market Advisors held 168 positions worth $338M, up 9.4% from $309M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Efficient Market Advisors deployed $15.8M of net new capital in Q4 2013, opening 31 new positions and adding to 36 existing holdings. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 16,137 shares worth $804K.
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 VanEck Vectors Coal ETF, an estimated $10.6M trimmed.
- Efficient Market Advisors's largest Q4 2013 buy was iShares Core MSCI Emerging Markets ETF: 16,137 shares worth $804K.
- Efficient Market Advisors added most to iShares Floating Rate Bond ETF in Q4 2013, an estimated $9.31M increase.
- Efficient Market Advisors's biggest Q4 2013 reduction was VanEck Vectors Coal ETF, cutting an estimated $10.6M.
- Efficient Market Advisors fully exited Senomyx, Inc. in Q4 2013, selling an estimated $71K.
- Efficient Market Advisors's ten largest holdings make up 76% of its $338M portfolio in Q4 2013.
- Efficient Market Advisors opened 31 new positions and closed 12 in Q4 2013.
- Efficient Market Advisors's portfolio value rose 9.4% quarter-over-quarter to $338M.
Based on Efficient Market Advisors's 13F filing for Q4 2013, filed 10 Jan 2014.