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
$479M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$919K
3
+$917K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$863K
5
IEIS
ISHARES ENHANCED INTERNATIONAL SMALL-CAP ETF
IEIS
+$812K

Top Sells

1
+$419K
2
+$389K
3
+$292K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$285K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$222K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.27%
46,356
+1,078
27
$1.24M 0.26%
46,208
+3,043
28
$1.07M 0.22%
22,505
+721
29
$1.06M 0.22%
26,149
+560
30
$917K 0.19%
+15,580
31
$860K 0.18%
24,407
+40
32
$801K 0.17%
+7,078
33
$721K 0.15%
+8,452
34
$618K 0.13%
+9,411
35
$515K 0.11%
+6,890
36
$506K 0.11%
20,072
+898
37
$498K 0.1%
+7,399
38
$497K 0.1%
+8,364
39
$495K 0.1%
+4,627
40
$488K 0.1%
+8,947
41
$476K 0.1%
+9,898
42
$433K 0.09%
13,356
-925
1
2