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
$1.31B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.56M
3
+$2.32M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.08M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.68M

Top Sells

1
+$10.4M
2
+$9.86M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.87M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 1.31%
342,173
-41,287
27
$12.1M 0.92%
227,062
-47,547
28
$11M 0.84%
24,339
-5,616
29
$10.8M 0.82%
83,831
-4,167
30
$8.42M 0.64%
114,463
-7,675
31
$5.73M 0.44%
86,399
-4,401
32
$5.26M 0.4%
146,324
-25,521
33
$5.14M 0.39%
113,950
-4,472
34
$3.61M 0.28%
64,698
-508
35
$3.44M 0.26%
32,883
-1,139
36
$3.41M 0.26%
63,112
-2,371
37
$1.56M 0.12%
14,278
-392
38
$1.16M 0.09%
33,019
-331
39
$959K 0.07%
8,877
-216
40
$898K 0.07%
13,029
-3,908
41
$864K 0.07%
4,145
-52
42
$718K 0.05%
28,830
-108
43
$676K 0.05%
8,216
+85
44
$634K 0.05%
12,202
+242
45
$610K 0.05%
11,302
-2,944
46
$609K 0.05%
6,030
-244
47
$550K 0.04%
7,910
+33
48
$520K 0.04%
17,195
-335
49
$459K 0.04%
5,339
+58
50
$409K 0.03%
8,350
+48
1
2
3