EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
+$728K
2
+$510K
3
+$265K
4
VV icon
Vanguard Large-Cap ETF
VV
+$249K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$238K

Top Sells

1
+$13.4M
2
+$8.62M
3
+$4.77M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.21M

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
1 2
3