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
$679M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$507K
3
+$269K
4
VV icon
Vanguard Large-Cap ETF
VV
+$251K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$240K

Top Sells

1
+$13.5M
2
+$8.74M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.24M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.56%
34,265
-3,973
27
$3M 0.44%
89,775
-2,480
28
$2.97M 0.44%
12,291
-340
29
$2.44M 0.36%
19,602
-2,700
30
$2.27M 0.33%
40,948
-2,638
31
$2.1M 0.31%
47,090
-1,262
32
$1.55M 0.23%
17,570
-1,965
33
$1.49M 0.22%
29,248
+639
34
$1.43M 0.21%
17,140
-24,245
35
$1.41M 0.21%
58,782
+6,044
36
$1.38M 0.2%
71,779
+4,501
37
$1.35M 0.2%
27,464
+12
38
$1.27M 0.19%
45,216
-1,018
39
$1.25M 0.18%
60,866
-5,280
40
$1.19M 0.18%
14,552
-58,393
41
$1.18M 0.17%
20,940
-2,126
42
$1.1M 0.16%
25,261
+184
43
$1.07M 0.16%
20,650
-276
44
$1M 0.15%
20,537
-712
45
$960K 0.14%
25,746
-1,170
46
$855K 0.13%
9,767
-542
47
$658K 0.1%
5,791
-19
48
$598K 0.09%
7,651
-573
49
$583K 0.09%
8,533
-597
50
$538K 0.08%
9,548
+120
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