EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
-6.2%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$1.15B
AUM Growth
+$1.15B
(-4.2%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
61.19%
Holding
68
New
6
Increased
33
Reduced
25
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.75M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.66M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.71M |
| 4 |
Vanguard Value ETF
VTV
|
$2.57M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$2.47M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$1.21M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$1.18M |
| 3 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
$1.08M |
| 4 |
iShares Micro-Cap ETF
IWC
|
$959K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$763K |
Sector Composition
| 1 | Financials | 0.11% |
| 2 | Energy | 0.08% |
| 3 | Utilities | 0.05% |
| 4 | Industrials | 0.03% |
