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
$655M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.8M
3
+$8.52M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.26M
5
VTV icon
Vanguard Value ETF
VTV
+$7.88M

Top Sells

1
+$18.3M
2
+$5.98M
3
+$5.34M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$4.83M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$4.03M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 0.74%
+83,050
27
$4.67M 0.71%
80,251
-13,156
28
$4.65M 0.71%
54,747
+46,931
29
$4.03M 0.62%
37,288
-1,474
30
$3.77M 0.57%
+30,906
31
$3.67M 0.56%
+46,118
32
$3.63M 0.55%
+60,244
33
$3.63M 0.55%
+76,774
34
$3.3M 0.5%
74,191
-9,140
35
$3.1M 0.47%
+51,617
36
$2.58M 0.39%
+51,547
37
$2.09M 0.32%
17,835
-813
38
$1.62M 0.25%
31,936
-519
39
$1.47M 0.22%
41,460
-12,457
40
$1.35M 0.21%
21,102
-126
41
$1.3M 0.2%
19,149
-924
42
$1.17M 0.18%
13,446
-4,265
43
$1.14M 0.17%
21,840
-586
44
$1.1M 0.17%
12,158
-1,586
45
$1.04M 0.16%
26,799
+1,569
46
$1M 0.15%
5,693
-731
47
$946K 0.14%
29,625
-1,544
48
$883K 0.13%
28,326
-10,756
49
$817K 0.12%
9,474
-2,049
50
$803K 0.12%
8,264
-1,446
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