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
$715M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$924K
3
+$553K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$491K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$481K

Top Sells

1
+$1.86M
2
+$1.84M
3
+$1.53M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$985K

Sector Composition

1 Communication Services 0%
2 Financials 0%
3 Healthcare 0%
4 Technology 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 0.58%
38,238
+4,508
27
$3.73M 0.52%
77,963
+1,987
28
$3.42M 0.48%
41,385
-3,725
29
$2.98M 0.42%
12,631
+74
30
$2.91M 0.41%
92,255
+1,619
31
$2.71M 0.38%
22,302
-291
32
$2.35M 0.33%
43,586
-1,779
33
$2.1M 0.29%
48,352
-624
34
$1.72M 0.24%
19,535
+1,322
35
$1.46M 0.2%
28,609
+1,173
36
$1.42M 0.2%
52,738
+3,746
37
$1.41M 0.2%
67,278
-608
38
$1.35M 0.19%
66,146
-1,026
39
$1.32M 0.18%
46,234
+744
40
$1.31M 0.18%
27,452
+56
41
$1.23M 0.17%
23,066
-732
42
$1.06M 0.15%
25,077
-666
43
$1.04M 0.15%
20,926
-940
44
$1.02M 0.14%
21,249
+156
45
$978K 0.14%
26,916
+970
46
$891K 0.12%
10,309
+483
47
$657K 0.09%
5,810
-37
48
$639K 0.09%
8,224
-156
49
$625K 0.09%
9,130
-40
50
$550K 0.08%
9,428
+236
1
2
3