EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$8.09M
3
+$4.87M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.38M

Top Sells

1
+$3.23M
2
+$2.83M
3
+$2.67M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$2.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.52M

Sector Composition

1 Technology 0.19%
2 Healthcare 0.1%
3 Consumer Staples 0.1%
4 Financials 0.07%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.09%
+30,290
52
$1.26M 0.07%
+29,686
53
$934K 0.06%
+5,561
54
$902K 0.05%
+6,619
55
$874K 0.05%
+27,725
56
$844K 0.05%
+25,937
57
$839K 0.05%
+11,524
58
$816K 0.05%
+4,671
59
$802K 0.05%
+1,652
60
$766K 0.05%
7,202
-11,422
61
$674K 0.04%
+8,921
62
$644K 0.04%
+6,520
63
$635K 0.04%
+2,198
64
$618K 0.04%
+5,846
65
$617K 0.04%
4,028
+43
66
$606K 0.04%
+4,504
67
$557K 0.03%
1,953
+23
68
$544K 0.03%
9,276
-10,356
69
$543K 0.03%
12,293
-7,904
70
$530K 0.03%
6,350
-1,221
71
$509K 0.03%
+4,454
72
$503K 0.03%
+2,700
73
$473K 0.03%
+3,530
74
$463K 0.03%
+8,898
75
$452K 0.03%
+3,096
1 2
3
4 5