EA
Efficient Advisors Portfolio holdings
AUM $1.54B
This Quarter Return
+0.44%
1 Year Return
+2.67%
3 Year Return
+9.86%
5 Year Return
+46.49%
10 Year Return
+47.89%
AUM
$1.54B
AUM Growth
-$17.4M (-1%)
Cap. Flow
-$21.8M
Cap. Flow % of AUM
-1.42%
Top 10 Holdings %Top 10 Hldgs %
55.85%
Holding
66
New
–
Increased
14
Reduced
47
Closed
5
Top Buys
| 1 | $2.86M | |
| 2 | $1.95M | |
| 3 | $1.8M | |
| 4 | $1.01M | |
| 5 | $615K |
Top Sells
| 1 | $2.7M | |
| 2 | $2.58M | |
| 3 | $1.86M | |
| 4 | $1.83M | |
| 5 | $1.75M |
Sector Composition
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $514K | 0.03% | 16,081 -5,526 | -26% | -$177K | |||
| $511K | 0.03% | 12,038 +33 | +0.3% | +$1.4K | |||
| $505K | 0.03% | 17,561 +61 | +0.4% | +$1.75K | |||
| $496K | 0.03% | 1,930 -193 | -9% | -$49.6K | |||
| $374K | 0.02% | 4,938 -663 | -12% | -$50.2K | |||
| $334K | 0.02% | 2,741 -317 | -10% | -$38.7K | |||
| $292K | 0.02% | 3,702 -1,513 | -29% | -$119K | |||
| $273K | 0.02% | 4,739 -205 | -4% | -$11.8K | |||
| $244K | 0.02% | 6,581 +16 | +0.2% | +$592 | |||
| $238K | 0.02% | 9,009 -3,345 | -27% | -$88.2K | |||
| $220K | 0.01% | 4,083 -424 | -9% | -$22.9K | |||
| – | – | -1,927 | Closed | -$226K | |||
| – | – | -6,578 | Closed | -$419K | |||
| – | – | -10,064 | Closed | -$412K | |||
| – | – | -479 | Closed | -$281K | |||
| – | – | -3,537 | Closed | -$284K |
