EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
-4.67%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$1.31B
AUM Growth
+$1.31B
(-7.1%)
Cap. Flow
-$34.4M
Cap. Flow
% of AUM
-2.62%
Top 10 Holdings %
Top 10 Hldgs %
59.58%
Holding
62
New
1
Increased
23
Reduced
36
Closed
2
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.64M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.56M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$2.32M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.08M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$1.68M |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$10.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.86M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.89M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$4.87M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$3.69M |
