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
$680M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$22.4M
3
+$8.53M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.71M

Top Sells

1
+$25.1M
2
+$18.4M
3
+$12.3M
4
IEIS
ISHARES ENHANCED INTERNATIONAL SMALL-CAP ETF
IEIS
+$7.67M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.08M

Sector Composition

1 Financials 0.81%
2 Technology 0.51%
3 Real Estate 0.21%
4 Communication Services 0.09%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 0.73%
+165,854
27
$3.84M 0.56%
44,245
+3,529
28
$3.67M 0.54%
32,576
+22,190
29
$3.24M 0.48%
71,044
-55,576
30
$2.7M 0.4%
12,493
+62
31
$2.6M 0.38%
23,338
-16,801
32
$2.59M 0.38%
+82,518
33
$2.31M 0.34%
46,740
-1,976
34
$1.95M 0.29%
48,438
-150
35
$1.91M 0.28%
+17,609
36
$1.63M 0.24%
18,724
-747
37
$1.35M 0.2%
47,010
+237
38
$1.35M 0.2%
26,600
+792
39
$1.34M 0.2%
62,952
-7,246
40
$1.34M 0.2%
46,152
+388
41
$1.31M 0.19%
65,110
-97
42
$1.24M 0.18%
22,116
-1,285
43
$1.19M 0.18%
27,288
+92
44
$1.06M 0.16%
22,355
+623
45
$1.04M 0.15%
25,357
+463
46
$1M 0.15%
19,975
-70,718
47
$937K 0.14%
25,951
-248
48
$928K 0.14%
10,362
-7,106
49
$709K 0.1%
+9,800
50
$662K 0.1%
5,729
+61
1
2
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