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
$572M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$401K
3
+$365K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$272K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$128K

Top Sells

1
+$1.41M
2
+$909K
3
+$711K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$663K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$637K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.37%
42,032
-2,022
27
$1.54M 0.27%
17,794
+497
28
$1.53M 0.27%
23,694
-1,866
29
$1.48M 0.26%
12,118
-2,226
30
$1.45M 0.25%
65,338
+5,086
31
$1.21M 0.21%
20,284
+2,154
32
$1.2M 0.21%
18,293
-1,578
33
$1.16M 0.2%
41,698
+1,416
34
$1.11M 0.19%
20,760
-103
35
$1.08M 0.19%
8,360
-771
36
$1.06M 0.18%
23,618
-485
37
$999K 0.17%
11,495
+263
38
$830K 0.15%
24,041
-304
39
$820K 0.14%
21,554
+879
40
$727K 0.13%
11,963
-890
41
$713K 0.12%
24,286
+13,665
42
$693K 0.12%
8,093
+311
43
$689K 0.12%
9,512
+314
44
$681K 0.12%
7,832
-27
45
$507K 0.09%
8,630
+4,632
46
$506K 0.09%
4,456
+250
47
$445K 0.08%
8,606
-634
48
$445K 0.08%
17,750
+2,221
49
$365K 0.06%
+12,149
1
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