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
$1.15B
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.66M
3
+$2.71M
4
VTV icon
Vanguard Value ETF
VTV
+$2.57M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.47M

Top Sells

1
+$1.21M
2
+$1.18M
3
+$1.08M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$959K
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.04%
11,293
+216
52
$436K 0.04%
5,477
-495
53
$424K 0.04%
8,048
+496
54
$409K 0.04%
5,401
+199
55
$394K 0.03%
+5,591
56
$345K 0.03%
1,034
-16
57
$337K 0.03%
3,557
+745
58
$259K 0.02%
6,025
+343
59
$255K 0.02%
3,364
-177
60
$249K 0.02%
6,393
+121
61
$247K 0.02%
5,304
+80
62
$233K 0.02%
4,640
-99
63
$231K 0.02%
+10,377
64
$201K 0.02%
+4,000
65
– –
-1,824
66
– –
-5,842
67
– –
-1,189
68
– –
-9,787
1 2
3