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
$629M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.7M
3
+$7.39M
4
BND icon
Vanguard Total Bond Market
BND
+$5.61M
5
VTV icon
Vanguard Value ETF
VTV
+$3.94M

Top Sells

1
+$701K
2
+$343K
3
+$206K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$183K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$143K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.3M 0.84%
126,620
+3,829
27
$4.59M 0.73%
90,693
+3,197
28
$4.53M 0.72%
53,339
+46,312
29
$4.3M 0.68%
40,139
+18,883
30
$3.69M 0.59%
83,224
+67,061
31
$3.61M 0.57%
40,716
+26,249
32
$2.96M 0.47%
58,724
+7,135
33
$2.79M 0.44%
31,674
+28,547
34
$2.6M 0.41%
12,431
+53
35
$2.32M 0.37%
48,716
-3,008
36
$1.9M 0.3%
32,582
+438
37
$1.88M 0.3%
48,588
-1,056
38
$1.65M 0.26%
19,471
+330
39
$1.56M 0.25%
17,468
+6,947
40
$1.52M 0.24%
70,198
-112
41
$1.33M 0.21%
45,764
+754
42
$1.31M 0.21%
25,808
+720
43
$1.3M 0.21%
65,207
-6,327
44
$1.3M 0.21%
46,773
+704
45
$1.26M 0.2%
23,401
+48
46
$1.23M 0.2%
19,990
+565
47
$1.18M 0.19%
10,386
+8,213
48
$1.15M 0.18%
27,196
+8
49
$997K 0.16%
21,732
-808
50
$997K 0.16%
24,894
-447
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