EA

Efficient Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.95M
3
+$1.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.01M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$615K

Top Sells

1
+$2.7M
2
+$2.58M
3
+$1.86M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.83M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.75M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.9M 1.36%
355,466
+9,797
27
$15.2M 0.99%
562,745
-20,534
28
$12.2M 0.8%
471,540
-4,012
29
$9.07M 0.59%
187,718
-5,885
30
$6.77M 0.44%
81,812
-9,284
31
$6.68M 0.43%
32,446
-8,518
32
$6.59M 0.43%
34,570
-8,054
33
$5.66M 0.37%
96,080
-31,110
34
$5.5M 0.36%
106,807
-6,452
35
$5.41M 0.35%
90,560
-5,661
36
$5.1M 0.33%
68,187
-22,999
37
$3.05M 0.2%
37,315
-10,786
38
$2.86M 0.19%
5,085
-1,066
39
$2.66M 0.17%
91,326
-10,146
40
$2.62M 0.17%
23,583
-5,880
41
$2.13M 0.14%
62,312
-8,102
42
$2.03M 0.13%
17,544
-123
43
$1.97M 0.13%
18,624
-2,560
44
$1.79M 0.12%
28,138
-8,324
45
$1.75M 0.11%
40,030
-11,654
46
$1.03M 0.07%
19,632
-6,135
47
$883K 0.06%
8,378
-1,027
48
$881K 0.06%
20,197
-4,722
49
$579K 0.04%
7,571
-1,619
50
$548K 0.04%
3,985
-423
1
2
3