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
$1.2B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$7.08M
3
+$5.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.07M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.75M

Top Sells

1
+$5.41M
2
+$3.21M
3
+$2.73M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.53M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.49M

Sector Composition

1 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.97%
268,171
-74,002
27
$9.55M 0.8%
213,850
-13,212
28
$7.02M 0.59%
18,508
-5,831
29
$6.99M 0.58%
67,226
-16,605
30
$5.91M 0.49%
94,629
-19,834
31
$4.53M 0.38%
129,080
-17,244
32
$3.93M 0.33%
97,965
-15,985
33
$3.84M 0.32%
70,393
-16,006
34
$3.4M 0.28%
69,312
+4,614
35
$3.19M 0.27%
30,480
-2,403
36
$2.65M 0.22%
59,960
-3,152
37
$1.45M 0.12%
13,643
-635
38
$945K 0.08%
32,651
-368
39
$735K 0.06%
8,189
-688
40
$728K 0.06%
12,147
-882
41
$659K 0.06%
3,826
-319
42
$648K 0.05%
30,729
+1,899
43
$601K 0.05%
8,170
-46
44
$556K 0.05%
12,568
+366
45
$513K 0.04%
10,690
-612
46
$500K 0.04%
5,972
-58
47
$476K 0.04%
+15,061
48
$473K 0.04%
17,197
+2
49
$451K 0.04%
11,077
+2,727
50
$444K 0.04%
7,552
-358
1
2
3