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
$478M
AUM Growth
-$96.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$2.05M
3
+$1.95M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$703K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$496K

Top Sells

1
+$2.1M
2
+$2.04M
3
+$2.01M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$950K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.32%
11,695
-1,091
27
$1.41M 0.29%
61,879
-5,940
28
$1.4M 0.29%
25,926
+4,735
29
$1.28M 0.27%
16,648
+360
30
$1.15M 0.24%
40,549
+8,437
31
$1.08M 0.23%
37,163
-821
32
$1.03M 0.22%
21,793
-407
33
$947K 0.2%
22,883
-454
34
$926K 0.19%
15,038
-1,409
35
$833K 0.17%
24,660
+2,469
36
$826K 0.17%
6,977
-601
37
$793K 0.17%
9,102
-894
38
$751K 0.16%
13,123
-1,166
39
$685K 0.14%
18,641
+437
40
$667K 0.14%
4,503
-1,528
41
$576K 0.12%
35,214
-946
42
$554K 0.12%
4,595
+497
43
$552K 0.12%
11,055
-586
44
$526K 0.11%
12,267
-991
45
$505K 0.11%
7,223
+563
46
$499K 0.1%
8,823
+490
47
$476K 0.1%
6,730
-244
48
$327K 0.07%
8,086
-426
49
$267K 0.06%
5,047
-153
50
$177K 0.04%
11,106
-97
1
2