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
$1.55B
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.98M
3
+$3.67M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.41M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.22M

Top Sells

1
+$6.25M
2
+$5.49M
3
+$4.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.95M
5
VTV icon
Vanguard Value ETF
VTV
+$2.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.29%
345,669
+10,477
27
$14.7M 0.95%
583,279
+67,090
28
$12.1M 0.78%
475,552
+37,589
29
$9.47M 0.61%
193,603
+7,633
30
$8.85M 0.57%
40,964
-9,484
31
$8.14M 0.52%
42,624
-5,166
32
$7.47M 0.48%
91,096
-6,032
33
$6.67M 0.43%
127,190
-3,610
34
$6.3M 0.41%
113,259
+13,457
35
$6.28M 0.4%
91,186
-10,460
36
$6.26M 0.4%
96,221
+11,416
37
$3.84M 0.25%
29,463
-4,623
38
$3.64M 0.23%
48,101
+608
39
$3.62M 0.23%
6,151
-900
40
$2.7M 0.17%
101,472
+21,704
41
$2.46M 0.16%
70,414
+1,250
42
$2.23M 0.14%
21,184
-1,887
43
$2.22M 0.14%
36,462
-546
44
$2.16M 0.14%
51,684
-2,379
45
$2.08M 0.13%
17,667
-223
46
$1.31M 0.08%
25,767
-3,413
47
$1.07M 0.07%
24,919
-3,610
48
$1M 0.06%
9,405
-953
49
$704K 0.05%
9,190
-888
50
$670K 0.04%
21,607
+953
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