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EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
1-Year Est. Return
9.65%
This Fund
S&P 500
This Quarter
Est. Return
+1.28%
1 Year Est. Return
+9.65%
3 Year Est. Return
+5.97%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
–
Cap. Flow
+$278M
Cap. Flow
% of AUM
101.03%
Top 10 Holdings %
Top 10 Hldgs %
72.77%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
+$39.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$30.7M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$27.4M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$24.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.73% |
| 2 | Healthcare | 3.92% |
| 3 | Consumer Discretionary | 0.54% |
| 4 | Technology | 0.42% |
| 5 | Consumer Staples | 0.12% |
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Efficient Market Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Efficient Market Advisors, which disclosed 117 positions worth $275M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is iShares Floating Rate Bond ETF: 773,636 shares worth $39.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, followed by Healthcare and Consumer Discretionary.
- Efficient Market Advisors's largest Q2 2013 buy was iShares Floating Rate Bond ETF: 773,636 shares worth $39.1M.
- Efficient Market Advisors's ten largest holdings make up 73% of its $275M portfolio in Q2 2013.
- Efficient Market Advisors disclosed 117 positions in Q2 2013, its first 13F filing on record.
Based on Efficient Market Advisors's 13F filing for Q2 2013, filed 31 Jul 2013.