EA

Efficient Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
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
+$751K
2
+$707K
3
+$495K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$385K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$291K

Top Sells

1
+$1.22M
2
+$891K
3
+$758K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$393K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$368K

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