EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$36.2M
3
+$27.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.9M
5
VTV icon
Vanguard Value ETF
VTV
+$26.3M

Top Sells

1
+$985K
2
+$587K
3
+$496K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$431K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$203K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$490K 0.03%
5,281
+47
52
$429K 0.03%
8,302
+976
53
$401K 0.03%
8,809
-1,453
54
$396K 0.03%
7,808
-403
55
$344K 0.02%
3,068
-182
56
$339K 0.02%
4,104
-219
57
$334K 0.02%
5,585
+234
58
$261K 0.02%
9,799
-3
59
$243K 0.02%
4,047
+451
60
$233K 0.02%
+4,898
61
$213K 0.02%
1,818
-97
62
– –
-2,755
1 2
3