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
$680M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$22.4M
3
+$8.53M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.71M

Top Sells

1
+$25.1M
2
+$18.4M
3
+$12.3M
4
IEIS
ISHARES ENHANCED INTERNATIONAL SMALL-CAP ETF
IEIS
+$7.67M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.08M

Sector Composition

1 Financials 0.81%
2 Technology 0.51%
3 Real Estate 0.21%
4 Communication Services 0.09%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$645K 0.09%
9,707
-256
52
$643K 0.09%
8,911
-185
53
$567K 0.08%
+19,602
54
$518K 0.08%
5,306
+121
55
$494K 0.07%
8,140
-397
56
$478K 0.07%
+14,642
57
$477K 0.07%
12,761
-8,703
58
$466K 0.07%
16,981
-2,150
59
$443K 0.07%
+28,332
60
$409K 0.06%
12,262
+685
61
$396K 0.06%
+4,264
62
$367K 0.05%
+12,984
63
$359K 0.05%
+4,115
64
$324K 0.05%
+4,842
65
$304K 0.04%
+2,142
66
$276K 0.04%
+7,324
67
$229K 0.03%
+10,241
68
$224K 0.03%
+3,264
69
$221K 0.03%
+1,874
70
$202K 0.03%
+6,587
71
$126K 0.02%
+11,859
72
$121K 0.02%
+3,200
73
$113K 0.02%
+17,646
74
$72K 0.01%
+40
75
– –
-114,628
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