EA

Efficient Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.95M
3
+$1.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.01M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$615K

Top Sells

1
+$2.7M
2
+$2.58M
3
+$1.86M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.83M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.75M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.03%
16,081
-5,526
52
$511K 0.03%
12,038
+33
53
$505K 0.03%
17,561
+61
54
$496K 0.03%
1,930
-193
55
$374K 0.02%
4,938
-663
56
$334K 0.02%
2,741
-317
57
$292K 0.02%
3,702
-1,513
58
$273K 0.02%
4,739
-205
59
$244K 0.02%
6,581
+16
60
$238K 0.02%
9,009
-3,345
61
$220K 0.01%
4,083
-424
62
– –
-1,927
63
– –
-6,578
64
– –
-10,064
65
– –
-479
66
– –
-3,537
1 2
3