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

Top Buys

1
+$581K
2
+$453K
3
+$135K
4
GLD icon
SPDR Gold Trust
GLD
+$56.7K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$32.8K

Top Sells

1
+$1.45M
2
+$1.25M
3
+$1.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.14M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-473
52
– –
-3
53
– –
-460
1 2
3