EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
1-Year Return
9.65%
This Quarter Return
-0.71%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$431M
AUM Growth
-$3.27M
(-0.75%)
Cap. Flow
-$97.6K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
73.93%
Holding
152
New
3
Increased
16
Reduced
37
Closed
5
Top Buys
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$20.1M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$1.82M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$1.76M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$877K |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$876K |
Sector Composition
| 1 | Consumer Discretionary | 0.31% |
| 2 | Technology | 0.17% |
| 3 | Real Estate | 0.11% |
| 4 | Consumer Staples | 0.08% |
| 5 | Communication Services | 0.06% |