EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$8.09M
3
+$4.87M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.38M

Top Sells

1
+$3.23M
2
+$2.83M
3
+$2.67M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$2.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.52M

Sector Composition

1 Technology 0.19%
2 Healthcare 0.1%
3 Consumer Staples 0.1%
4 Financials 0.07%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.6M 1.29%
272,692
-29,887
27
$16.5M 0.98%
559,512
-3,233
28
$13.8M 0.82%
476,585
+5,045
29
$9.99M 0.6%
180,878
-6,840
30
$6.6M 0.39%
122,249
+15,442
31
$6.52M 0.39%
102,289
+11,729
32
$6.36M 0.38%
32,549
-2,021
33
$6.29M 0.37%
75,884
-5,928
34
$5.14M 0.31%
81,029
-15,051
35
$4.99M 0.3%
22,268
-10,178
36
$4.03M 0.24%
+210,632
37
$4.01M 0.24%
+74,595
38
$3.03M 0.18%
36,254
-31,933
39
$3M 0.18%
23,476
-107
40
$2.97M 0.18%
4,782
-303
41
$2.89M 0.17%
87,864
-3,462
42
$2.77M 0.17%
31,043
-6,272
43
$2.36M 0.14%
18,366
+822
44
$2.22M 0.13%
+43,524
45
$1.76M 0.1%
24,174
-3,964
46
$1.71M 0.1%
+45,031
47
$1.7M 0.1%
35,146
-4,884
48
$1.69M 0.1%
+17,985
49
$1.65M 0.1%
+4,505
50
$1.65M 0.1%
46,722
-15,590
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