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
$698M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.67M
3
+$3.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.43M
5
VTV icon
Vanguard Value ETF
VTV
+$1.79M

Top Sells

1
+$4.96M
2
+$2.6M
3
+$1.75M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$1.61M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.24M

Sector Composition

1 Technology 0.41%
2 Financials 0.08%
3 Communication Services 0.06%
4 Utilities 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 0.53%
45,110
+865
27
$3.65M 0.52%
33,730
+1,154
28
$3.23M 0.46%
75,976
+4,932
29
$2.81M 0.4%
12,557
+64
30
$2.63M 0.38%
90,636
+8,118
31
$2.6M 0.37%
22,593
-745
32
$2.33M 0.33%
45,365
-1,375
33
$2.02M 0.29%
48,976
+538
34
$1.86M 0.27%
18,095
+486
35
$1.58M 0.23%
18,213
-511
36
$1.4M 0.2%
67,886
+2,776
37
$1.39M 0.2%
27,436
+836
38
$1.38M 0.2%
67,172
+4,220
39
$1.36M 0.19%
48,992
+1,982
40
$1.28M 0.18%
45,490
-662
41
$1.25M 0.18%
27,396
+108
42
$1.18M 0.17%
23,798
+1,682
43
$1.04M 0.15%
25,743
+386
44
$1.03M 0.15%
21,866
-489
45
$1M 0.14%
21,093
+1,118
46
$914K 0.13%
25,946
-5
47
$842K 0.12%
9,826
-536
48
$725K 0.1%
9,800
49
$659K 0.09%
5,847
+118
50
$635K 0.09%
8,380
-531
1
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