EA

Efficient Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$924K
3
+$553K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$491K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$481K

Top Sells

1
+$1.86M
2
+$1.84M
3
+$1.53M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$985K

Sector Composition

1 Communication Services 0%
2 Financials 0%
3 Healthcare 0%
4 Technology 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.07%
5,489
+283
52
$484K 0.07%
14,527
+2,104
53
$469K 0.07%
17,439
+427
54
$208K 0.03%
3,478
+8
55
– –
-18,095
56
– –
-1,909
57
– –
-9,800
58
– –
-18,817
59
– –
-4,100
60
– –
-4,698
61
– –
-3,200
62
– –
-7,379
63
– –
-12,134
1 2
3