EA

Efficient Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.07M
3
+$2.01M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.71M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.58M

Top Sells

1
+$255K
2
+$24.3K
3
+$13.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.27%
45,278
+1,622
27
$1.24M 0.26%
43,165
+10,871
28
$1.04M 0.22%
25,589
-596
29
$1.03M 0.22%
21,784
+996
30
$868K 0.18%
24,367
-371
31
$533K 0.11%
+19,174
32
$472K 0.1%
14,281
+1,388
1
2