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
$698M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.59M
3
+$3.73M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.45M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.73M

Top Sells

1
+$4.96M
2
+$2.46M
3
+$1.69M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$1.51M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M

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
1 2 3
4