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
$1.54B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.85M
3
+$2.95M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.85M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Top Sells

1
+$4.49M
2
+$3.21M
3
+$2.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.85M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.7M 1.41%
108,746
-8,270
27
$19.1M 1.24%
329,946
-14,334
28
$15.3M 0.99%
218,989
-13,837
29
$13.2M 0.86%
501,088
+12,170
30
$10.8M 0.7%
416,875
-3,927
31
$9.57M 0.62%
185,993
-16,764
32
$9.25M 0.6%
50,819
-10,173
33
$8.74M 0.57%
107,005
-14,806
34
$7.39M 0.48%
139,373
-28,450
35
$4.42M 0.29%
85,248
+14,968
36
$4.39M 0.28%
73,058
+13,137
37
$4.21M 0.27%
7,699
-1,893
38
$4.12M 0.27%
36,143
-6,902
39
$3.91M 0.25%
49,956
-8,999
40
$3.26M 0.21%
61,204
-4,607
41
$2.68M 0.17%
64,530
-902
42
$2.56M 0.17%
24,514
-2,309
43
$2.52M 0.16%
69,414
-17,898
44
$2.44M 0.16%
39,661
-7,789
45
$2.42M 0.16%
56,798
-12,364
46
$2.2M 0.14%
19,565
+596
47
$1.83M 0.12%
67,924
+10,090
48
$1.18M 0.08%
11,044
-916
49
$761K 0.05%
10,171
-645
50
$661K 0.04%
20,834
-3,361
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