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
$1.15B
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.66M
3
+$2.71M
4
VTV icon
Vanguard Value ETF
VTV
+$2.57M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.47M

Top Sells

1
+$1.21M
2
+$1.18M
3
+$1.08M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$959K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$763K

Sector Composition

1 Financials 0.11%
2 Energy 0.08%
3 Utilities 0.05%
4 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.91%
272,140
+3,969
27
$9.04M 0.79%
227,023
+13,173
28
$5.99M 0.52%
57,948
-9,278
29
$5.88M 0.51%
16,380
-2,128
30
$5.21M 0.45%
92,946
-1,683
31
$4.41M 0.38%
128,079
-1,001
32
$3.39M 0.3%
69,416
-977
33
$3.31M 0.29%
94,947
-3,018
34
$3.09M 0.27%
72,849
+3,537
35
$3.08M 0.27%
29,956
-524
36
$2.34M 0.2%
60,440
+480
37
$1.39M 0.12%
13,583
-60
38
$874K 0.08%
+17,061
39
$825K 0.07%
31,638
-1,013
40
$683K 0.06%
8,045
-144
41
$668K 0.06%
12,045
-102
42
$653K 0.06%
+2,444
43
$617K 0.05%
3,774
-52
44
$588K 0.05%
8,235
+65
45
$570K 0.05%
+25,308
46
$551K 0.05%
29,462
-1,267
47
$502K 0.04%
13,154
+586
48
$454K 0.04%
15,341
+280
49
$452K 0.04%
10,104
-586
50
$450K 0.04%
17,754
+557
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