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
$1.05B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$24.6M
3
+$21.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$21.3M
5
VTV icon
Vanguard Value ETF
VTV
+$20.9M

Top Sells

1
+$5.25M
2
+$2.89M
3
+$1.4M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.36M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$1.27M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.05%
5,234
+11
52
$459K 0.04%
10,262
-1,795
53
$417K 0.04%
8,211
-1,818
54
$346K 0.03%
7,326
+11
55
$336K 0.03%
3,250
-294
56
$333K 0.03%
4,323
-224
57
$331K 0.03%
5,351
-621
58
$250K 0.02%
9,802
-54
59
$227K 0.02%
1,915
-1,414
60
$207K 0.02%
3,596
+4
61
$203K 0.02%
2,755
-1,417
62
– –
-6,754
1 2
3