EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
-1.32%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$1.05B
AUM Growth
+$1.05B
(+30%)
Cap. Flow
+$250M
Cap. Flow
% of AUM
23.93%
Top 10 Holdings %
Top 10 Hldgs %
58.28%
Holding
62
New
–
Increased
29
Reduced
32
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$24.9M |
| 2 |
Vanguard Total Bond Market
BND
|
$24.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$21.5M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$21.3M |
| 5 |
Vanguard Value ETF
VTV
|
$20.9M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.25M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$2.89M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$1.4M |
| 4 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
$1.36M |
| 5 |
iShares Micro-Cap ETF
IWC
|
$1.27M |
