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
$680M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$22.4M
3
+$8.53M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.93M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.71M

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
– –
-114,628
77
– –
-32,582
78
– –
-8,494
79
– –
-204,320
80
– –
-111,354
81
– –
-19,990
82
– –
-7,729
83
– –
-11,221
84
– –
-330,060
85
– –
-762,903
86
– –
-393,224
1 2 3
4