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
$729M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.4M
3
+$8.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.72M
5
VTV icon
Vanguard Value ETF
VTV
+$8.52M

Top Sells

1
+$8.46M
2
+$4.88M
3
+$4.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.09%
20,438
-7,888
52
$483K 0.07%
6,977
-12,172
53
$480K 0.07%
5,165
-3,099
54
$402K 0.06%
6,245
-726
55
$387K 0.05%
3,286
-144
56
$369K 0.05%
3,646
-2,574
57
$367K 0.05%
4,809
-3,065
58
$349K 0.05%
10,962
-18,663
59
$237K 0.03%
9,836
-4,375
60
– –
-2,963
1 2
3