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
$1.56B
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.78M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.75M

Top Sells

1
+$1.92M
2
+$1.29M
3
+$1.18M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.02M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$930K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.05%
6,122
-289
52
$703K 0.05%
2,934
-141
53
$525K 0.03%
6,751
-89
54
$483K 0.03%
6,511
-238
55
$470K 0.03%
4,079
-1,003
56
$464K 0.03%
+11,021
57
$439K 0.03%
10,736
-643
58
$421K 0.03%
7,393
-435
59
$417K 0.03%
+15,301
60
$402K 0.03%
19,813
-2,762
61
$396K 0.03%
15,457
+10
62
$387K 0.02%
6,957
+98
63
$381K 0.02%
4,729
-83
64
$361K 0.02%
8,578
-1,137
65
$284K 0.02%
5,505
+101
66
$266K 0.02%
3,068
-97
67
$265K 0.02%
2,188
-156
68
$202K 0.01%
+5,497
1 2
3