EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
This Quarter Return
+1.28%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$275M
AUM Growth
–
Cap. Flow
+$275M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.77%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$39.1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$30.5M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$27.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$24.6M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$16.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.92% |
| 2 | Consumer Discretionary | 0.54% |
| 3 | Technology | 0.42% |
| 4 | Consumer Staples | 0.12% |
| 5 | Communication Services | 0.1% |
