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
$806M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$6.04M
3
+$4.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.98M
5
VTV icon
Vanguard Value ETF
VTV
+$3.83M

Top Sells

1
+$1.28M
2
+$1.02M
3
+$784K
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$637K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$547K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.7M 1.2%
144,224
+25,710
27
$9.54M 1.18%
185,226
+34,236
28
$9.24M 1.15%
112,269
+22,062
29
$8.35M 1.03%
127,054
+22,962
30
$7.3M 0.9%
98,391
-2,738
31
$6.82M 0.85%
123,604
-3,760
32
$6.81M 0.85%
164,498
-15,382
33
$6.73M 0.83%
123,860
+23,908
34
$4.34M 0.54%
66,766
-987
35
$3.82M 0.47%
35,438
+1,913
36
$3.54M 0.44%
68,810
-686
37
$1.81M 0.22%
15,465
+763
38
$1.37M 0.17%
+50,741
39
$1.35M 0.17%
34,840
-242
40
$1.23M 0.15%
17,454
-579
41
$1.09M 0.14%
10,631
-463
42
$985K 0.12%
4,907
-269
43
$835K 0.1%
9,487
-58
44
$830K 0.1%
14,818
-212
45
$789K 0.1%
34,458
-520
46
$734K 0.09%
18,440
-2,042
47
$725K 0.09%
7,339
-721
48
$657K 0.08%
8,781
-281
49
$656K 0.08%
11,248
-366
50
$645K 0.08%
20,716
+278
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