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
$1.48B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.32M
3
+$2.18M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.74M

Top Sells

1
+$2.85M
2
+$2.74M
3
+$2.67M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$734K 0.05%
11,563
+79
52
$686K 0.05%
6,641
-296
53
$622K 0.04%
3,177
-127
54
$545K 0.04%
7,397
-155
55
$525K 0.04%
15,437
+150
56
$517K 0.04%
11,108
-351
57
$497K 0.03%
5,273
-485
58
$431K 0.03%
6,701
+187
59
$420K 0.03%
16,913
+250
60
$400K 0.03%
8,093
+103
61
$396K 0.03%
22,317
-12,421
62
$365K 0.02%
4,809
+93
63
$364K 0.02%
9,360
-4,749
64
$261K 0.02%
5,480
+54
65
$243K 0.02%
3,109
-80
66
$241K 0.02%
7,403
-165
67
$241K 0.02%
2,332
-88
68
– –
-10,965
69
– –
-5,162
70
– –
-1,480
71
– –
-11,893
1 2
3