EA

Efficient Advisors Portfolio holdings

AUM $1.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.59M
3
+$3.73M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.73M

Top Sells

1
+$4.96M
2
+$2.46M
3
+$1.69M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$1.51M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M

Sector Composition

1 Technology 0.41%
2 Financials 0.08%
3 Communication Services 0.06%
4 Utilities 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.09%
9,170
-537
52
$545K 0.08%
5,206
-100
53
$491K 0.07%
9,192
+1,052
54
$463K 0.07%
17,012
+31
55
$443K 0.06%
12,134
-627
56
$427K 0.06%
4,100
-164
57
$416K 0.06%
18,817
-9,515
58
$404K 0.06%
12,423
+161
59
$365K 0.05%
+4,698
60
$268K 0.04%
7,379
+55
61
$220K 0.03%
1,909
+35
62
$209K 0.03%
+3,470
63
$132K 0.02%
3,200
64
– –
-2,142
65
– –
-17,646
66
– –
-14,642
67
– –
-165,854
68
– –
-3,264
69
– –
-6,587
70
– –
-3
71
– –
-4,115
72
– –
-10,241
73
– –
-19,602
74
– –
-11,859
75
– –
-4,842
1 2
3
4