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
$600M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.68M
3
+$659K
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$469K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$428K

Top Sells

1
+$1.33M
2
+$489K
3
+$333K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$260K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$242K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.35%
33,958
-3,913
27
$2.05M 0.34%
16,596
+687
28
$1.64M 0.27%
18,826
+1,339
29
$1.43M 0.24%
23,209
+1,664
30
$1.3M 0.22%
10,599
+799
31
$1.29M 0.22%
45,966
+3,486
32
$1.19M 0.2%
57,058
-2,880
33
$1.12M 0.19%
18,540
-684
34
$1.1M 0.18%
20,334
-513
35
$1.09M 0.18%
24,261
-653
36
$969K 0.16%
11,090
+1,274
37
$907K 0.15%
23,841
-629
38
$895K 0.15%
13,537
+1,196
39
$716K 0.12%
20,658
+1,600
40
$710K 0.12%
8,297
+624
41
$695K 0.12%
9,543
+973
42
$646K 0.11%
5,716
+51
43
$632K 0.11%
7,619
+926
44
$551K 0.09%
9,683
+890
45
$400K 0.07%
15,181
-592
1
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