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
$1.43B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$97.7M
3
+$48.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$33.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$33M

Top Sells

1
+$935K
2
+$922K
3
+$803K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$676K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$596K

Sector Composition

1 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.05%
7,475
-35
52
$653K 0.05%
3,497
-14
53
$640K 0.04%
32,832
+211
54
$590K 0.04%
7,807
-200
55
$546K 0.04%
13,455
-483
56
$497K 0.03%
5,491
-45
57
$466K 0.03%
6,975
-81
58
$452K 0.03%
16,942
-541
59
$408K 0.03%
8,146
-1,857
60
$401K 0.03%
5,004
-228
61
$331K 0.02%
7,442
+448
62
$324K 0.02%
9,663
+573
63
$271K 0.02%
5,374
+45
64
$270K 0.02%
5,527
-49
65
$259K 0.02%
2,459
+8
66
$257K 0.02%
1,404
-77
67
$252K 0.02%
+2,741
68
$252K 0.02%
3,064
-30
69
$240K 0.02%
7,441
+405
70
$217K 0.02%
11,283
71
– –
-5,308
1 2
3