EMA

Efficient Market Advisors Portfolio holdings

AUM $727M
1-Year Est. Return 9.65%
This Fund
S&P 500
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
+$10.8M
2
+$8M
3
+$6.37M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Top Sells

1
+$8.6M
2
+$3.43M
3
+$1.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.06M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$464K

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
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+22
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11
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24
172
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174
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175
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+6
4 5 6
7
8