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
$556M
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$15.4M
3
+$8.08M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.02M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.95M

Top Sells

1
+$1.99M
2
+$1.36M
3
+$925K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$838K
5
DIS icon
Walt Disney
DIS
+$421K

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.46%
+29,912
27
$2.53M 0.45%
+51,589
28
$2.41M 0.43%
51,724
-5,656
29
$2.23M 0.4%
21,256
+1,262
30
$2.02M 0.36%
+37,344
31
$1.9M 0.34%
+49,644
32
$1.82M 0.33%
32,144
+5,602
33
$1.56M 0.28%
19,141
+2,603
34
$1.46M 0.26%
70,310
-2,132
35
$1.29M 0.23%
45,010
+5,126
36
$1.26M 0.23%
25,088
-413
37
$1.25M 0.22%
23,353
-397
38
$1.22M 0.22%
46,069
-256
39
$1.21M 0.22%
14,467
+7,886
40
$1.19M 0.21%
71,534
+11,781
41
$1.19M 0.21%
19,425
+3,470
42
$1.1M 0.2%
+27,188
43
$1.02M 0.18%
22,540
-310
44
$1M 0.18%
25,341
+456
45
$915K 0.16%
10,521
+1,487
46
$873K 0.16%
25,074
+119
47
$702K 0.13%
+16,163
48
$643K 0.12%
10,160
+1,234
49
$634K 0.11%
5,523
-232
50
$628K 0.11%
9,096
+1,190
1
2
3