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
$1.56B
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.78M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.75M

Top Sells

1
+$1.92M
2
+$1.29M
3
+$1.18M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.02M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$930K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.2M 1.49%
117,016
-5,123
27
$20M 1.28%
344,280
+23,485
28
$16.7M 1.07%
232,826
-3,655
29
$13.2M 0.84%
488,918
+16,471
30
$11.4M 0.73%
60,992
-6,300
31
$10.4M 0.67%
420,802
+31,436
32
$10.3M 0.66%
202,757
+1,086
33
$9.96M 0.64%
121,811
-333
34
$9.13M 0.59%
167,823
-11,811
35
$5.22M 0.33%
43,045
-6,180
36
$5.04M 0.32%
9,592
-1,268
37
$4.71M 0.3%
58,955
-6,026
38
$3.83M 0.25%
70,280
+6,673
39
$3.74M 0.24%
59,921
+5,529
40
$3.38M 0.22%
65,811
+380
41
$3.27M 0.21%
87,312
-9,565
42
$3.01M 0.19%
47,450
-3,330
43
$2.84M 0.18%
69,162
-3,120
44
$2.81M 0.18%
26,823
+470
45
$2.8M 0.18%
65,432
-389
46
$2.1M 0.13%
18,969
-920
47
$1.57M 0.1%
57,834
+7,292
48
$1.29M 0.08%
11,960
-33
49
$795K 0.05%
10,816
-560
50
$786K 0.05%
24,195
-1,446
1
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