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
$537M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$1.26M
3
+$879K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$860K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$542K

Top Sells

1
+$3.92M
2
+$2.93M
3
+$2.5M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$1.69M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.19M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.41%
44,054
-4,213
27
$1.74M 0.32%
14,344
-2,723
28
$1.45M 0.27%
25,560
-1,897
29
$1.4M 0.26%
17,297
-1,590
30
$1.16M 0.22%
19,871
-764
31
$1.16M 0.22%
60,252
+238
32
$1.08M 0.2%
40,282
-5,682
33
$1.05M 0.2%
9,131
-310
34
$1.01M 0.19%
20,863
+830
35
$996K 0.19%
24,103
-229
36
$950K 0.18%
18,130
+1,334
37
$931K 0.17%
11,232
-735
38
$797K 0.15%
24,345
+4,921
39
$738K 0.14%
20,675
-1,115
40
$707K 0.13%
12,853
-186
41
$607K 0.11%
7,782
-487
42
$599K 0.11%
9,198
-600
43
$586K 0.11%
7,859
-514
44
$472K 0.09%
4,206
-1,086
45
$436K 0.08%
9,240
-237
46
$341K 0.06%
15,529
-129
47
$308K 0.06%
+10,621
48
$209K 0.04%
+3,998
1
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