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
$573M
AUM Growth
+$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$470K
3
+$369K
4
VB icon
Vanguard Small-Cap ETF
VB
+$284K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$267K

Top Sells

1
+$1.92M
2
+$1.04M
3
+$1.01M
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$745K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$556K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.37%
41,139
-893
27
$1.46M 0.25%
16,698
-1,096
28
$1.45M 0.25%
21,776
-1,918
29
$1.36M 0.24%
61,010
-4,328
30
$1.32M 0.23%
9,880
-2,238
31
$1.24M 0.22%
18,196
-97
32
$1.18M 0.21%
20,015
-269
33
$1.15M 0.2%
20,797
+37
34
$1.12M 0.2%
8,301
-59
35
$1.11M 0.19%
39,302
-2,396
36
$1.06M 0.18%
22,996
-622
37
$1.04M 0.18%
37,624
+13,338
38
$934K 0.16%
10,391
-1,104
39
$833K 0.15%
21,352
-202
40
$783K 0.14%
12,678
+4,048
41
$776K 0.14%
21,937
-2,104
42
$758K 0.13%
12,344
+381
43
$616K 0.11%
7,048
-1,045
44
$612K 0.11%
8,409
-1,103
45
$608K 0.11%
6,960
-872
46
$555K 0.1%
18,241
+6,092
47
$503K 0.09%
4,363
-93
48
$454K 0.08%
8,829
+223
49
$433K 0.08%
17,430
-320
50
$267K 0.05%
+5,036
1
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