EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22M
3
+$8.53M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.67M

Top Sells

1
+$25.1M
2
+$18.4M
3
+$12.3M
4
IEIS
ISHARES ENHANCED INTERNATIONAL SMALL-CAP ETF
IEIS
+$7.67M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.08M

Sector Composition

1 Financials 0.81%
2 Technology 0.51%
3 Real Estate 0.21%
4 Communication Services 0.09%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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-204,320
81
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82
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-19,990
83
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-7,729
84
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-11,221
85
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-330,060
86
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-857,455
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