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
$729M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.4M
3
+$8.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.72M
5
VTV icon
Vanguard Value ETF
VTV
+$8.52M

Top Sells

1
+$8.46M
2
+$4.88M
3
+$4.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.47M 1.02%
118,514
+58,270
27
$7.42M 1.02%
150,990
+74,216
28
$7.37M 1.01%
90,207
+44,089
29
$7.26M 1%
101,129
-8,664
30
$7.01M 0.96%
179,880
-52,136
31
$6.79M 0.93%
127,364
-12,529
32
$6.53M 0.9%
104,092
+52,475
33
$5.2M 0.71%
99,952
+48,405
34
$4.18M 0.57%
67,753
-12,498
35
$3.62M 0.5%
33,525
-3,763
36
$3.28M 0.45%
69,496
-4,695
37
$1.71M 0.23%
14,702
-3,133
38
$1.31M 0.18%
35,082
-6,378
39
$1.21M 0.17%
18,033
-3,069
40
$1.05M 0.14%
11,094
-1,064
41
$959K 0.13%
5,176
-517
42
$832K 0.11%
9,545
-3,901
43
$805K 0.11%
15,030
-6,810
44
$792K 0.11%
20,482
-6,317
45
$738K 0.1%
8,060
-1,414
46
$719K 0.1%
34,978
-6,096
47
$653K 0.09%
9,062
-918
48
$649K 0.09%
12,773
-19,163
49
$648K 0.09%
11,614
-1,928
50
$631K 0.09%
14,486
-3,565
1
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