EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
1-Year Return
10.04%
This Quarter Return
+0.69%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$629M
AUM Growth
+$73.3M
(+13%)
Cap. Flow
+$70M
Cap. Flow
% of AUM
11.13%
Top 10 Holdings %
Top 10 Hldgs %
62.74%
Holding
64
New
6
Increased
40
Reduced
17
Closed
–
Top Buys
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$701K |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$343K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$206K |
| 4 |
iShares Micro-Cap ETF
IWC
|
$183K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$143K |
