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
$547M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$778K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$499K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$489K

Top Sells

1
+$5.8M
2
+$4.48M
3
+$2.63M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.95M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.34%
36,302
-4,837
27
$1.42M 0.26%
16,284
-414
28
$1.29M 0.24%
46,507
+8,883
29
$1.19M 0.22%
21,690
+893
30
$1.17M 0.21%
16,978
-1,218
31
$1.12M 0.2%
24,339
+1,343
32
$1.06M 0.19%
7,815
-486
33
$1.06M 0.19%
44,780
-16,230
34
$1.03M 0.19%
36,135
-3,167
35
$1.02M 0.19%
7,374
-2,506
36
$1.01M 0.18%
15,049
-6,727
37
$958K 0.18%
14,944
+2,266
38
$908K 0.17%
9,948
-443
39
$901K 0.16%
15,385
-4,630
40
$787K 0.14%
22,057
+120
41
$759K 0.14%
19,306
-2,046
42
$719K 0.13%
11,770
-574
43
$669K 0.12%
21,982
+3,741
44
$626K 0.11%
6,708
-252
45
$618K 0.11%
8,299
-110
46
$617K 0.11%
6,954
-94
47
$486K 0.09%
4,168
-195
48
$417K 0.08%
8,512
-317
49
$353K 0.06%
13,783
-3,647
50
$267K 0.05%
4,981
-55
1
2