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
$1.31B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.56M
3
+$2.32M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.08M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.68M

Top Sells

1
+$10.4M
2
+$9.86M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.87M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.03%
7,867
-942
52
$336K 0.03%
3,816
-288
53
$328K 0.03%
2,923
-145
54
$316K 0.02%
5,693
+108
55
$259K 0.02%
9,848
+49
56
$233K 0.02%
4,619
-3,189
57
$228K 0.02%
4,061
+14
58
$228K 0.02%
4,904
+6
59
$221K 0.02%
+1,221
60
$209K 0.02%
1,859
+41
61
– –
-19,746
62
– –
-56,438
1 2
3