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
$679M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$729K
2 +$507K
3 +$269K
4
VV icon
Vanguard Large-Cap ETF
VV
+$251K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$240K

Top Sells

1 +$13.5M
2 +$8.74M
3 +$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.24M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$526K 0.08%
5,941
+452
52
$519K 0.08%
15,285
+758
53
$434K 0.06%
16,004
-1,435
54
$210K 0.03%
3,470
-8