EA
Efficient Advisors Portfolio holdings
AUM
$1.68B
This Quarter Return
-1.42%
1 Year Return
+10.04%
3 Year Return
+31.03%
5 Year Return
+40.86%
10 Year Return
+58.56%
AUM
$358M
AUM Growth
–
Cap. Flow
+$358M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.24%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$70.3M |
| 2 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$37.8M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$35.7M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$33.3M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$32.1M |
Top Sells
No sells this quarter
