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
$584M
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$442K
3
+$131K
4
GLD icon
SPDR Gold Trust
GLD
+$55.7K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$33K

Top Sells

1
+$1.44M
2
+$1.26M
3
+$1.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.33%
17,067
+494
27
$1.83M 0.31%
27,457
-1,246
28
$1.63M 0.28%
18,887
-103
29
$1.39M 0.24%
20,635
-1,085
30
$1.26M 0.22%
9,441
-463
31
$1.25M 0.21%
60,014
+60
32
$1.25M 0.21%
45,964
-216
33
$1.1M 0.19%
24,332
-102
34
$1.09M 0.19%
20,033
+605
35
$1M 0.17%
11,967
+57
36
$943K 0.16%
16,796
+149
37
$836K 0.14%
13,039
+37
38
$826K 0.14%
21,790
-438
39
$720K 0.12%
8,269
-72
40
$707K 0.12%
9,798
-20
41
$676K 0.12%
8,373
-4
42
$664K 0.11%
19,424
-131
43
$586K 0.1%
5,292
-73
44
$491K 0.08%
9,477
+195
45
$407K 0.07%
15,658
-83
46
– –
-11,844
47
– –
-1,113
48
– –
-460
49
– –
-1,101
50
– –
-473
1
2
3