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
$806M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$6.04M
3
+$4.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.98M
5
VTV icon
Vanguard Value ETF
VTV
+$3.83M

Top Sells

1
+$1.28M
2
+$1.02M
3
+$784K
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$637K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$547K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.07%
12,057
-2,429
52
$510K 0.06%
10,029
-2,744
53
$497K 0.06%
5,223
+58
54
$400K 0.05%
5,972
-273
55
$394K 0.05%
3,329
+43
56
$371K 0.05%
3,544
-102
57
$356K 0.04%
4,547
-262
58
$345K 0.04%
+7,315
59
$307K 0.04%
4,172
-2,805
60
$257K 0.03%
9,856
+20
61
$218K 0.03%
6,754
-4,208
62
$210K 0.03%
+3,592
1 2
3