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
$447M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$842K
3
+$758K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$751K
5
IEIL
ISHARES ENHANCED INTERNATIONAL LARGE-CAP ETF
IEIL
+$744K

Top Sells

1
+$3.32M
2
+$1.42M
3
+$1.37M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$605K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$573K

Sector Composition

1 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.25%
20,952
+5,372
27
$1.06M 0.24%
38,472
-7,884
28
$1.02M 0.23%
51,237
+5,029
29
$1M 0.22%
23,020
+515
30
$973K 0.22%
25,508
-641
31
$830K 0.19%
24,526
+119
32
$756K 0.17%
12,616
+3,205
33
$734K 0.16%
8,597
+145
34
$724K 0.16%
6,344
-734
35
$577K 0.13%
14,464
+4,566
36
$474K 0.11%
6,269
-621
37
$473K 0.11%
8,506
+142
38
$473K 0.11%
20,135
+63
39
$472K 0.11%
7,542
+143
40
$463K 0.1%
8,903
-44
41
$425K 0.1%
5,010
+383
42
$410K 0.09%
+4,011
43
$383K 0.09%
12,171
-1,185
1
2