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
$376M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.71M
3
+$4.79M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.31M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.47M

Top Sells

1
+$4.87M
2
+$2.25M
3
+$1.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$966K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$457K

Sector Composition

1 Consumer Discretionary 0.41%
2 Technology 0.3%
3 Communication Services 0.1%
4 Energy 0.09%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.4M 15.8%
1,170,953
+132,245
2
$45.4M 12.09%
1,652,165
+82,425
3
$36.3M 9.66%
211,769
+27,969
4
$27.8M 7.4%
148,794
-5,167
5
$21.9M 5.83%
415,342
-92,246
6
$20.4M 5.42%
521,950
+29,751
7
$17.2M 4.57%
182,148
-357
8
$14.7M 3.9%
361,056
-5,958
9
$14.3M 3.79%
258,758
+25,994
10
$13.2M 3.52%
113,636
-9,543
11
$12.7M 3.38%
307,942
+31,517
12
$10.5M 2.78%
+177,519
13
$10M 2.66%
164,807
+24,112
14
$9.85M 2.62%
139,448
+10,989
15
$9.62M 2.56%
387,617
+8,206
16
$6.76M 1.8%
78,628
-1,593
17
$6.32M 1.68%
94,035
-4,370
18
$5.22M 1.39%
168,634
+55,919
19
$5.1M 1.36%
103,996
+87,859
20
$4.66M 1.24%
41,014
-1,473
21
$3.48M 0.93%
37,980
+37,871
22
$3.41M 0.91%
79,844
+76,712
23
$1.64M 0.44%
32,653
+2,319
24
$1.54M 0.41%
13,610
-750
25
$1.43M 0.38%
11,550
-725
1
2 3 4 5