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
$1.53B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$10.3M
3
+$9.76M
4
BND icon
Vanguard Total Bond Market
BND
+$8.42M
5
VTV icon
Vanguard Value ETF
VTV
+$7.96M

Top Sells

1
+$23.7M
2
+$1.29M
3
+$1.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.08M
5
DE icon
Deere & Co
DE
+$1.04M

Sector Composition

1 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$762K 0.05%
11,484
-213
52
$740K 0.05%
6,937
-538
53
$678K 0.04%
34,738
+1,906
54
$670K 0.04%
3,304
-193
55
$567K 0.04%
14,109
+654
56
$567K 0.04%
7,552
-255
57
$563K 0.04%
5,758
+267
58
$552K 0.04%
11,459
+4,017
59
$527K 0.03%
15,287
+5,624
60
$440K 0.03%
6,514
-461
61
$431K 0.03%
16,663
-279
62
$411K 0.03%
7,990
-156
63
$373K 0.02%
4,716
-288
64
$267K 0.02%
5,426
-101
65
$264K 0.02%
1,480
+76
66
$262K 0.02%
5,162
-212
67
$257K 0.02%
2,420
-39
68
$256K 0.02%
+10,965
69
$254K 0.02%
3,189
+125
70
$249K 0.02%
7,568
+127
71
$229K 0.02%
11,893
+610
72
– –
-2,531
1 2
3