EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
1-Year Return
10.04%
This Quarter Return
-1.28%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$593M
AUM Growth
-$7.33M
(-1.2%)
Cap. Flow
+$445K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
74.07%
Holding
52
New
7
Increased
20
Reduced
25
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.37M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.37M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.36M |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$206K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$174K |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares International Treasury Bond ETF
ISHG
$632M
| $38K | 0.01% |
+440
| New | +$38K |
|
52
Vanguard FTSE Developed Markets ETF
VEA
$170B
| $20K | ﹤0.01% |
+454
| New | +$20K |
|