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
$545M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$93.4K
3
+$75.4K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$68K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$64.3K

Top Sells

1
+$1.44M
2
+$1.01M
3
+$903K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$900K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$835K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.3%
53,917
-4,196
27
$1.49M 0.27%
17,711
-165
28
$1.28M 0.23%
20,073
-3,621
29
$1.23M 0.23%
21,228
-573
30
$1.21M 0.22%
39,082
-572
31
$1.12M 0.2%
13,744
-781
32
$1.09M 0.2%
22,426
-229
33
$1M 0.18%
6,424
-345
34
$966K 0.18%
31,169
-5,761
35
$938K 0.17%
25,230
+2,511
36
$930K 0.17%
9,710
-366
37
$870K 0.16%
11,523
-1,571
38
$772K 0.14%
18,795
+1,400
39
$720K 0.13%
40,722
-1,390
40
$666K 0.12%
11,050
-93
41
$652K 0.12%
13,421
-664
42
$631K 0.12%
5,213
+85
43
$617K 0.11%
7,816
+277
44
$606K 0.11%
7,484
-178
45
$581K 0.11%
9,304
-217
46
$535K 0.1%
3,023
-180
47
$411K 0.08%
7,776
-339
48
$248K 0.05%
14,178
-26
49
– –
-4,926
1
2