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
$629M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.7M
3
+$7.39M
4
BND icon
Vanguard Total Bond Market
BND
+$5.61M
5
VTV icon
Vanguard Value ETF
VTV
+$3.94M

Top Sells

1
+$701K
2
+$343K
3
+$206K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$183K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$143K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$925K 0.15%
26,199
+1,125
52
$759K 0.12%
+21,464
53
$665K 0.11%
9,963
-197
54
$657K 0.1%
5,668
+145
55
$650K 0.1%
9,096
56
$531K 0.08%
8,537
+45
57
$509K 0.08%
19,131
-144
58
$499K 0.08%
+11,221
59
$493K 0.08%
5,185
+8
60
$380K 0.06%
11,577
-449
61
$272K 0.04%
+7,729
62
$258K 0.04%
+5,413
63
$235K 0.04%
+2,450
64
$228K 0.04%
+8,494
1 2
3