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
$1.59B
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$810K
3
+$762K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$664K
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$601K

Top Sells

1
+$12.4M
2
+$8.8M
3
+$4.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.03M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.89M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.04%
4,714
-177
52
$596K 0.04%
2,265
-80
53
$530K 0.03%
6,602
-142
54
$526K 0.03%
11,961
+33
55
$503K 0.03%
17,416
+97
56
$439K 0.03%
10,528
-52
57
$427K 0.03%
6,863
-319
58
$415K 0.03%
5,311
-58
59
$398K 0.03%
3,168
-320
60
$395K 0.02%
15,039
-467
61
$394K 0.02%
4,706
-54
62
$366K 0.02%
6,178
-15
63
$269K 0.02%
2,871
-78
64
$268K 0.02%
2,093
-8
65
$255K 0.02%
6,542
+21
66
$254K 0.02%
4,427
-1
1 2
3