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
$1.43B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$97.7M
3
+$48.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$33.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$33M

Top Sells

1
+$935K
2
+$922K
3
+$803K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$676K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$596K

Sector Composition

1 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.7M 1.31%
814,774
+1,615
27
$16.9M 1.18%
+288,907
28
$16.3M 1.13%
252,683
-9,252
29
$13.3M 0.93%
87,844
-6,158
30
$12.6M 0.88%
153,574
-8,227
31
$11M 0.76%
226,151
-19,000
32
$10.8M 0.76%
448,135
+4,090
33
$9.8M 0.68%
213,997
-2,424
34
$8.31M 0.58%
361,054
-1,460
35
$6.04M 0.42%
14,695
-1,034
36
$5.69M 0.4%
54,438
-3,458
37
$5.68M 0.4%
79,358
-4,854
38
$4.3M 0.3%
128,041
-7,789
39
$3.61M 0.25%
60,579
-4,369
40
$3.48M 0.24%
70,967
-1,419
41
$3.43M 0.24%
86,816
-5,331
42
$3.01M 0.21%
28,717
-537
43
$2.92M 0.2%
55,406
-2,221
44
$2.87M 0.2%
64,592
-2,849
45
$2.66M 0.19%
64,704
+291
46
$1.42M 0.1%
13,193
-200
47
$1.22M 0.09%
51,327
-5,372
48
$1.04M 0.07%
+2,531
49
$922K 0.06%
29,786
-1,541
50
$744K 0.05%
11,697
-156
1
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3