EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
+6.56%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$1.68B
AUM Growth
+$1.68B
(+9.4%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
55.3%
Holding
101
New
40
Increased
16
Reduced
40
Closed
5
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$8.35M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$8.09M |
| 3 |
Vanguard Value ETF
VTV
|
$4.87M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.81M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$4.38M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Timothy Plan US Small Cap Core ETF
TPSC
$235M
| – | – |
-6,581
| Closed | -$244K |
|