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
$309M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.91M
3
+$4.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.69M

Top Sells

1
+$10.6M
2
+$1.96M
3
+$530K
4
VV icon
Vanguard Large-Cap ETF
VV
+$296K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$256K

Sector Composition

1 Consumer Discretionary 0.5%
2 Technology 0.36%
3 Consumer Staples 0.1%
4 Communication Services 0.09%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.3M 14.02%
854,871
+81,235
2
$36.5M 11.82%
1,471,045
+148,670
3
$25.9M 8.38%
154,107
+848
4
$25.5M 8.24%
483,544
-37,268
5
$23.2M 7.5%
150,438
+37,658
6
$16.2M 5.25%
177,226
+5,001
7
$15.9M 5.14%
148,926
-4,975
8
$13.2M 4.28%
347,792
+43,694
9
$12.9M 4.18%
321,924
+95,005
10
$11.3M 3.64%
225,454
+49,564
11
$10.2M 3.31%
53,765
+10,665
12
$9.39M 3.04%
237,174
+38,828
13
$8.52M 2.76%
345,288
+46,188
14
$6.65M 2.15%
139,534
+23,991
15
$6.42M 2.08%
100,618
-47
16
$5.91M 1.91%
76,376
-3,829
17
$5.71M 1.85%
99,507
+6,273
18
$4.91M 1.59%
+74,224
19
$4.53M 1.47%
44,195
-2,500
20
$2.35M 0.76%
95,422
+35,868
21
$2.29M 0.74%
32,825
+3,493
22
$1.89M 0.61%
18,402
-761
23
$1.65M 0.53%
33,973
-1,356
24
$1.61M 0.52%
+52,718
25
$1.46M 0.47%
12,189
+420
1
2 3 4 5