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
$1.59B
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$810K
3
+$762K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$664K
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$601K

Top Sells

1
+$12.4M
2
+$8.8M
3
+$4.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.03M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.89M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 1.24%
335,192
+5,246
27
$14.3M 0.9%
516,189
+15,101
28
$12M 0.75%
437,963
+21,088
29
$10.7M 0.67%
50,448
-58,298
30
$9.99M 0.63%
185,970
-23
31
$9.42M 0.59%
47,790
-3,029
32
$8.08M 0.51%
97,128
-9,877
33
$7.62M 0.48%
101,646
-117,343
34
$7.52M 0.47%
130,800
-8,573
35
$5.55M 0.35%
99,802
+14,554
36
$5.5M 0.35%
84,805
+11,747
37
$4.2M 0.26%
34,086
-2,057
38
$4.07M 0.26%
7,051
-648
39
$3.97M 0.25%
47,493
-2,463
40
$2.51M 0.16%
37,008
-2,653
41
$2.48M 0.16%
54,063
-2,735
42
$2.46M 0.15%
69,164
-250
43
$2.45M 0.15%
23,071
-1,443
44
$2.32M 0.15%
79,768
+11,844
45
$2.14M 0.13%
17,890
-1,675
46
$1.67M 0.1%
29,180
-32,024
47
$1.36M 0.09%
28,529
-36,001
48
$1.13M 0.07%
10,358
-686
49
$795K 0.05%
10,078
-93
50
$705K 0.04%
20,654
-180
1
2
3