EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
-10.65%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$1.2B
AUM Growth
+$1.2B
(-8.6%)
Cap. Flow
+$31.4M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
60.86%
Holding
62
New
2
Increased
27
Reduced
33
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$7.14M |
| 2 |
Vanguard Total Bond Market
BND
|
$7.08M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.75M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$5.07M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.75M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$5.41M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$3.21M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.73M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.53M |
| 5 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$2.49M |
Sector Composition
| 1 | Industrials | 0.03% |
