EA

Efficient Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$707K
3
+$495K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$385K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$291K

Top Sells

1
+$1.22M
2
+$891K
3
+$758K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$393K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$368K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.33%
16,573
+134
27
$1.79M 0.31%
28,703
-1,450
28
$1.62M 0.27%
18,990
-206
29
$1.37M 0.23%
21,720
-1,058
30
$1.28M 0.22%
46,180
-360
31
$1.25M 0.21%
59,954
-624
32
$1.24M 0.21%
9,904
-465
33
$1.08M 0.18%
24,434
-266
34
$1.04M 0.18%
19,428
-569
35
$995K 0.17%
11,910
+293
36
$967K 0.16%
16,647
-43
37
$834K 0.14%
22,228
+210
38
$824K 0.14%
13,002
-291
39
$693K 0.12%
8,341
+21
40
$687K 0.12%
9,818
+19
41
$682K 0.12%
8,377
+188
42
$665K 0.11%
19,555
+50
43
$598K 0.1%
5,365
-315
44
$487K 0.08%
9,282
-90
45
$418K 0.07%
15,741
-635
46
$143K 0.02%
5,658
-1,160
47
$130K 0.02%
11,844
-1,008
48
$83K 0.01%
4,698
-303
49
$78K 0.01%
1,101
+109
50
$74K 0.01%
1,113
-143
1
2
3