EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$8.09M
3
+$4.87M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.38M

Top Sells

1
+$3.23M
2
+$2.83M
3
+$2.67M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$2.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.52M

Sector Composition

1 Technology 0.19%
2 Healthcare 0.1%
3 Consumer Staples 0.1%
4 Financials 0.07%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$450K 0.03%
+1,528
77
$435K 0.03%
+3,998
78
$421K 0.03%
+3,762
79
$415K 0.02%
+566
80
$414K 0.02%
+5,999
81
$411K 0.02%
+2,662
82
$410K 0.02%
+1,854
83
$403K 0.02%
+5,619
84
$396K 0.02%
+14,743
85
$394K 0.02%
+8,758
86
$381K 0.02%
+385
87
$376K 0.02%
4,499
-439
88
$360K 0.02%
3,442
-4,936
89
$352K 0.02%
2,605
-136
90
$336K 0.02%
+58
91
$289K 0.02%
4,695
-44
92
$230K 0.01%
3,833
-250
93
$216K 0.01%
+1,228
94
$206K 0.01%
+677
95
$205K 0.01%
2,537
-1,165
96
$203K 0.01%
+2,612
97
– –
-17,561
98
– –
-16,081
99
– –
-9,009
100
– –
-12,038
1 2 3
4
5