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
$540M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$4.72M
3
+$4.41M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.34M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.35M

Top Sells

1
+$1.97M
2
+$1.43M
3
+$1.31M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.02M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.29%
58,113
-3,766
27
$1.46M 0.27%
17,876
+1,228
28
$1.44M 0.27%
23,694
-2,232
29
$1.2M 0.22%
21,801
+8
30
$1.2M 0.22%
39,654
+2,491
31
$1.12M 0.21%
36,930
-3,619
32
$1.07M 0.2%
14,525
-513
33
$1.05M 0.19%
22,655
-228
34
$968K 0.18%
6,769
-208
35
$959K 0.18%
10,076
+974
36
$909K 0.17%
13,094
-29
37
$827K 0.15%
22,719
-1,941
38
$742K 0.14%
42,112
+6,898
39
$694K 0.13%
17,395
-1,246
40
$657K 0.12%
14,085
+1,818
41
$637K 0.12%
11,143
+88
42
$621K 0.11%
5,128
+533
43
$604K 0.11%
7,662
+932
44
$593K 0.11%
9,521
+698
45
$592K 0.11%
7,539
+316
46
$536K 0.1%
3,203
-1,300
47
$386K 0.07%
8,115
+29
48
$267K 0.05%
4,926
-121
49
$257K 0.05%
14,204
+3,098
50
– –
-90,706
1
2