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
151
$1K ﹤0.01%
+8
152
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+9
154
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11
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164
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167
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171
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172
$1K ﹤0.01%
60
173
$1K ﹤0.01%
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174
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+6
175
$1K ﹤0.01%
+9
4 5 6
7
8