EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
+0.88%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$698M
AUM Growth
+$698M
(+2.7%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
70.77%
Holding
76
New
2
Increased
35
Reduced
24
Closed
13
Top Buys
Top Sells
| 1 |
LPL Financial
LPLA
|
$4.96M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$2.6M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.75M |
| 4 |
iShares Micro-Cap ETF
IWC
|
$1.61M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$1.24M |
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Financials | 0.08% |
| 3 | Communication Services | 0.06% |
| 4 | Utilities | 0.05% |
| 5 | Healthcare | 0.03% |