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
$1.48B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.32M
3
+$2.18M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.74M

Top Sells

1
+$2.85M
2
+$2.74M
3
+$2.67M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.2M 1.3%
876,569
+36,796
27
$18.1M 1.22%
313,824
+14,243
28
$15.5M 1.05%
247,675
+1,157
29
$11.2M 0.76%
72,926
-6,917
30
$10.9M 0.74%
469,060
+21,885
31
$9.47M 0.64%
204,665
-4,120
32
$9.35M 0.63%
191,047
-11,531
33
$8.79M 0.6%
389,590
+12,423
34
$8.51M 0.58%
105,121
-35,177
35
$5.04M 0.34%
11,742
-1,216
36
$4.98M 0.34%
49,738
-2,932
37
$4.73M 0.32%
68,636
-2,144
38
$3.42M 0.23%
97,051
-12,083
39
$3.34M 0.23%
69,751
-649
40
$3.11M 0.21%
68,091
-3,329
41
$3.03M 0.21%
57,762
-1,433
42
$3M 0.2%
53,091
-2,033
43
$2.92M 0.2%
76,974
-3,509
44
$2.83M 0.19%
27,483
-763
45
$2.61M 0.18%
68,197
+240
46
$1.98M 0.13%
21,290
-103
47
$1.59M 0.11%
27,607
-1,221
48
$1.29M 0.09%
12,601
-345
49
$1.23M 0.08%
51,563
+573
50
$856K 0.06%
29,387
+217
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