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
$584M
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$442K
3
+$131K
4
GLD icon
SPDR Gold Trust
GLD
+$55.7K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$33K

Top Sells

1
+$1.44M
2
+$1.26M
3
+$1.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3
52
– –
-4,698
53
– –
-5,658
1 2
3