EMA
Efficient Market Advisors Portfolio holdings
AUM
$727M
This Quarter Return
+2.34%
1 Year Return
+9.65%
3 Year Return
+5.97%
5 Year Return
–
10 Year Return
–
AUM
$394M
AUM Growth
+$394M
(+4.8%)
Cap. Flow
+$8.44M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
71.42%
Holding
143
New
4
Increased
27
Reduced
22
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$10M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.53M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.43M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.34M |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
$1.07M |
Sector Composition
| 1 | Consumer Discretionary | 0.4% |
| 2 | Technology | 0.27% |
| 3 | Communication Services | 0.09% |
| 4 | Energy | 0.08% |
| 5 | Consumer Staples | 0.08% |
