EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
-0.5%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$588M
AUM Growth
+$588M
(-0.83%)
Cap. Flow
-$997K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
74.37%
Holding
53
New
1
Increased
24
Reduced
28
Closed
–
Top Buys
Top Sells
| 1 |
iShares Micro-Cap ETF
IWC
|
$1.22M |
| 2 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
$891K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$758K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$393K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$368K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares International Treasury Bond ETF
ISHG
$635M
| $39K | 0.01% |
473
+33
| +8% | +$2.72K |
|
52
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $20K | ﹤0.01% |
460
+6
| +1% | +$261 |
|
53
iShares Global Healthcare ETF
IXJ
$3.82B
| $0 | ﹤0.01% |
+3
| New | – |
|