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
$466M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.6M
3
+$4.64M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$4.06M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.9M

Top Sells

1
+$10.6M
2
+$5.48M
3
+$5.4M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$2.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.1M

Sector Composition

1 Consumer Discretionary 0.34%
2 Technology 0.15%
3 Real Estate 0.13%
4 Consumer Staples 0.1%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
700
152
$5K ﹤0.01%
+174
153
$4K ﹤0.01%
+37
154
$4K ﹤0.01%
100
155
$3K ﹤0.01%
34
+8
156
$3K ﹤0.01%
+26
157
$2K ﹤0.01%
28
+6
158
$2K ﹤0.01%
22
-103
159
$2K ﹤0.01%
39
160
$2K ﹤0.01%
12
161
$1K ﹤0.01%
+17
162
$1K ﹤0.01%
32
+4
163
$1K ﹤0.01%
11
164
$1K ﹤0.01%
+30
165
$1K ﹤0.01%
28
+4
166
$1K ﹤0.01%
60
167
$1K ﹤0.01%
+11
168
$1K ﹤0.01%
3,000
169
$1K ﹤0.01%
19
170
$1K ﹤0.01%
13
171
– –
-11
172
– –
-211
173
– –
-22
174
– –
-5
175
– –
-74
5 6
7
8 9