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
$1.2B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$7.08M
3
+$5.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.07M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.75M

Top Sells

1
+$5.41M
2
+$3.21M
3
+$2.73M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.53M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.49M

Sector Composition

1 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.03%
5,202
-137
52
$314K 0.03%
+1,050
53
$291K 0.02%
3,541
-275
54
$286K 0.02%
2,812
-111
55
$279K 0.02%
5,682
-11
56
$252K 0.02%
6,272
+1,368
57
$251K 0.02%
5,224
+1,163
58
$237K 0.02%
4,739
+120
59
$228K 0.02%
5,842
-2,025
60
$207K 0.02%
9,787
-61
61
$201K 0.02%
1,824
-35
62
$200K 0.02%
1,189
-32
1 2
3