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
$582M
AUM Growth
-$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$796K
3
+$141K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$130K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$10.6K

Top Sells

1
+$28.6M
2
+$13.8M
3
+$8.99M
4
VV icon
Vanguard Large-Cap ETF
VV
+$8.43M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.67M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.36%
18,942
-15,323
27
$1.93M 0.33%
+15,909
28
$1.55M 0.27%
17,487
-83
29
$1.24M 0.21%
21,545
-156,001
30
$1.23M 0.21%
59,938
-928
31
$1.2M 0.21%
42,480
-2,736
32
$1.14M 0.2%
19,224
-1,716
33
$1.13M 0.19%
9,800
-73,022
34
$1.12M 0.19%
20,847
+197
35
$1.12M 0.19%
24,914
-347
36
$929K 0.16%
24,470
-1,276
37
$864K 0.15%
9,816
+49
38
$792K 0.14%
12,341
-95,371
39
$657K 0.11%
19,058
+3,773
40
$644K 0.11%
5,665
-126
41
$622K 0.11%
7,673
+22
42
$599K 0.1%
8,570
+37
43
$556K 0.1%
6,693
-10,447
44
$475K 0.08%
8,793
-71,594
45
$427K 0.07%
15,773
-231
46
– –
-71,779
47
– –
-14,552
48
– –
-47,090
49
– –
-27,464
50
– –
-12,291
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