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
$593M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.37M
3
+$1.36M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$206K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$174K

Top Sells

1
+$1.33M
2
+$1.2M
3
+$956K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$659K
5
TLTE icon
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
+$504K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.35%
16,439
-157
27
$1.82M 0.31%
30,153
-3,805
28
$1.64M 0.28%
19,196
+370
29
$1.38M 0.23%
22,778
-431
30
$1.3M 0.22%
46,540
+574
31
$1.26M 0.21%
10,369
-230
32
$1.16M 0.2%
60,578
+3,520
33
$1.1M 0.19%
24,700
+439
34
$1.07M 0.18%
19,997
-337
35
$1.02M 0.17%
16,690
-1,850
36
$986K 0.17%
11,617
+527
37
$876K 0.15%
13,293
-244
38
$832K 0.14%
22,018
-1,823
39
$686K 0.12%
8,320
+23
40
$668K 0.11%
19,505
-1,153
41
$667K 0.11%
9,799
+256
42
$636K 0.11%
5,680
-36
43
$618K 0.1%
8,189
+570
44
$547K 0.09%
9,372
-311
45
$388K 0.07%
16,376
+1,195
46
$174K 0.03%
+6,818
47
$137K 0.02%
+12,852
48
$88K 0.01%
+5,001
49
$78K 0.01%
+1,256
50
$71K 0.01%
+992
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