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
$582M
AUM Growth
-$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$28.6M
2 +$13.8M
3 +$8.99M
4
VV icon
Vanguard Large-Cap ETF
VV
+$8.43M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.67M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,537
52
-5,941
53
-3,470
54
-9,548
55
-58,782