EA

Efficient Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.94M
2 +$6.67M
3 +$3.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.43M
5
VTV icon
Vanguard Value ETF
VTV
+$1.79M

Top Sells

1 +$4.96M
2 +$2.6M
3 +$1.75M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$1.61M
5
EFV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,842