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
$556M
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Sells

1 +$1.99M
2 +$1.36M
3 +$925K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$838K
5
DIS icon
Walt Disney
DIS
+$421K

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$579K 0.1%
+7,027
52
$483K 0.09%
19,275
+220
53
$454K 0.08%
+5,478
54
$454K 0.08%
8,492
-438
55
$444K 0.08%
5,177
+118
56
$388K 0.07%
12,026
-672
57
$270K 0.05%
+3,127
58
$243K 0.04%
+2,173
59
-4,011