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
$458M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$784K
3
+$782K
4
IELG
ISHARES ENHANCED U.S. LARGE CAP ETF
IELG
+$695K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$366K

Top Sells

1
+$299K
2
+$217K
3
+$180K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$169K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$132K

Sector Composition

1 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.26%
46,325
+1,369
27
$1.1M 0.24%
59,753
+8,516
28
$1.09M 0.24%
39,884
+1,412
29
$1.02M 0.22%
22,850
-170
30
$993K 0.22%
15,955
+3,339
31
$968K 0.21%
24,885
-623
32
$850K 0.19%
24,955
+429
33
$760K 0.17%
9,034
+437
34
$740K 0.16%
18,794
+4,330
35
$651K 0.14%
5,755
-589
36
$528K 0.12%
7,906
+364
37
$527K 0.12%
8,926
+420
38
$525K 0.11%
6,581
+312
39
$465K 0.1%
19,055
-1,080
40
$433K 0.09%
8,930
+27
41
$421K 0.09%
4,011
42
$421K 0.09%
5,059
+49
43
$402K 0.09%
12,698
+527
1
2