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
$575M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.24M
3
+$2.53M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.74M

Top Sells

1
+$3.2M
2
+$1.78M
3
+$1.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.35%
70,983
+24,476
27
$1.99M 0.35%
39,028
+2,726
28
$1.43M 0.25%
16,288
+4
29
$1.39M 0.24%
21,191
+6,247
30
$1.29M 0.22%
22,200
+510
31
$1.24M 0.22%
16,447
-531
32
$1.12M 0.19%
7,578
-237
33
$1.12M 0.19%
23,337
-1,002
34
$1.08M 0.19%
37,984
+1,849
35
$1.04M 0.18%
14,289
-760
36
$989K 0.17%
32,112
+10,130
37
$913K 0.16%
9,996
+48
38
$862K 0.15%
6,031
-1,343
39
$831K 0.14%
36,160
-8,620
40
$804K 0.14%
22,191
+134
41
$783K 0.14%
13,258
-2,127
42
$759K 0.13%
11,641
-129
43
$731K 0.13%
18,204
-1,102
44
$654K 0.11%
6,974
+20
45
$640K 0.11%
8,333
+34
46
$618K 0.11%
6,660
-48
47
$474K 0.08%
4,098
-70
48
$458K 0.08%
8,512
49
$288K 0.05%
11,203
-2,580
50
$278K 0.05%
5,200
+219
1
2