EA

Efficient Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.8M
3
+$8.52M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.26M
5
VTV icon
Vanguard Value ETF
VTV
+$7.88M

Top Sells

1
+$18.3M
2
+$5.98M
3
+$5.34M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$4.83M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$4.03M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.12%
18,051
-744
52
$780K 0.12%
41,074
+352
53
$735K 0.11%
13,542
+121
54
$690K 0.11%
9,980
-1,070
55
$569K 0.09%
6,220
-1,264
56
$546K 0.08%
7,874
-1,430
57
$528K 0.08%
2,963
-60
58
$433K 0.07%
6,971
-805
59
$410K 0.06%
3,430
-1,783
60
$305K 0.05%
14,211
+33
1 2
3