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
$1.41B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$36M
3
+$27.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.7M
5
VTV icon
Vanguard Value ETF
VTV
+$27.1M

Top Sells

1
+$1.01M
2
+$605K
3
+$514K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$415K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$203K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.2M 1.36%
266,615
-1,773
27
$14.5M 1.03%
274,609
+6,273
28
$14.3M 1.01%
29,955
-1,077
29
$12.3M 0.87%
87,998
-2,972
30
$9.61M 0.68%
122,138
-59
31
$6.64M 0.47%
90,800
+622
32
$6.09M 0.43%
171,845
+15,956
33
$5.79M 0.41%
118,422
+1,940
34
$3.85M 0.27%
65,206
-547
35
$3.7M 0.26%
65,483
-1,437
36
$3.65M 0.26%
34,022
+14
37
$1.71M 0.12%
14,670
+14
38
$1.64M 0.12%
56,438
+1,622
39
$1.26M 0.09%
33,350
-116
40
$1.23M 0.09%
16,937
-143
41
$1.04M 0.07%
9,093
-249
42
$928K 0.07%
4,197
-108
43
$813K 0.06%
14,246
+29
44
$790K 0.06%
19,746
+987
45
$762K 0.05%
28,938
-5,622
46
$707K 0.05%
8,131
-151
47
$671K 0.05%
6,274
-572
48
$645K 0.05%
11,960
+611
49
$588K 0.04%
7,877
+89
50
$552K 0.04%
17,530
-545
1
2
3