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
$588M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$705K
3
+$519K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$383K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$308K

Top Sells

1
+$1.18M
2
+$883K
3
+$745K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$392K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$363K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39K 0.01%
473
+33
52
$20K ﹤0.01%
460
+6
53
$0 ﹤0.01%
+3
1 2
3