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
$1.53B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$10.3M
3
+$9.76M
4
BND icon
Vanguard Total Bond Market
BND
+$8.42M
5
VTV icon
Vanguard Value ETF
VTV
+$7.96M

Top Sells

1
+$23.7M
2
+$1.29M
3
+$1.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.08M
5
DE icon
Deere & Co
DE
+$1.04M

Sector Composition

1 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.2M 1.25%
839,773
+24,999
27
$17.3M 1.13%
299,581
+10,674
28
$16M 1.05%
246,518
-6,165
29
$12.9M 0.84%
79,843
-8,001
30
$11.4M 0.74%
140,298
-13,276
31
$10.9M 0.72%
447,175
-960
32
$9.91M 0.65%
202,578
-23,573
33
$9.71M 0.63%
208,785
-5,212
34
$8.85M 0.58%
377,167
+16,113
35
$5.78M 0.38%
12,958
-1,737
36
$5.76M 0.38%
52,670
-1,768
37
$5.13M 0.34%
70,780
-8,578
38
$3.82M 0.25%
109,134
-18,907
39
$3.43M 0.22%
70,400
-567
40
$3.31M 0.22%
71,420
+6,828
41
$3.25M 0.21%
55,124
-5,455
42
$3.24M 0.21%
59,195
+3,789
43
$3.18M 0.21%
80,483
-6,333
44
$2.94M 0.19%
28,246
-471
45
$2.79M 0.18%
67,957
+3,253
46
$2.07M 0.14%
21,393
+18,652
47
$1.71M 0.11%
28,828
-398,936
48
$1.38M 0.09%
12,946
-247
49
$1.21M 0.08%
50,990
-337
50
$890K 0.06%
29,170
-616
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