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
$1.54B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.85M
3
+$2.95M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.85M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Top Sells

1
+$4.49M
2
+$3.21M
3
+$2.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.85M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.04%
4,891
-1,231
52
$585K 0.04%
2,345
-589
53
$520K 0.03%
6,744
-7
54
$484K 0.03%
11,928
+907
55
$459K 0.03%
17,319
+2,018
56
$423K 0.03%
7,182
-211
57
$415K 0.03%
10,580
-156
58
$414K 0.03%
3,488
-591
59
$394K 0.03%
15,506
+49
60
$390K 0.03%
5,369
-1,142
61
$380K 0.02%
4,760
+31
62
$349K 0.02%
6,193
-764
63
$249K 0.02%
2,949
-119
64
$249K 0.02%
2,101
-87
65
$237K 0.02%
4,428
-1,077
66
$232K 0.02%
6,521
+1,024
67
– –
-19,813
68
– –
-8,578
1 2
3