EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
1-Year Return
9.65%
This Quarter Return
-7.01%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$421M
AUM Growth
-$10.7M
(-2.5%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
4.44%
Top 10 Holdings %
Top 10 Hldgs %
72.33%
Holding
197
New
50
Increased
48
Reduced
26
Closed
13
Top Buys
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.24M |
| 3 |
VanEck IG Floating Rate ETF
FLTR
|
$1.52M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$986K |
| 5 |
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% |
