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
$390M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.99M
3
+$1.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.07M

Top Sells

1
+$411K
2
+$197K
3
+$141K
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$51.5K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$43.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.9M 18.95%
689,342
+33,875
2
$44M 11.29%
732,488
+8,949
3
$37.8M 9.7%
470,548
+24,699
4
$35M 8.98%
446,967
+8,056
5
$33.3M 8.54%
394,490
+14,138
6
$30.2M 7.75%
334,842
-1,560
7
$28.9M 7.4%
530,613
+19,755
8
$17.1M 4.39%
101,385
+2,590
9
$17M 4.36%
165,811
+58
10
$17M 4.35%
247,995
-2,876
11
$15.8M 4.06%
247,901
+6,102
12
$9.97M 2.56%
205,533
+3,779
13
$9.85M 2.53%
211,210
+13,981
14
$8.71M 2.23%
213,687
+11,404
15
$4.09M 1.05%
106,024
-10,662
16
$1.54M 0.39%
16,777
-475
17
$1.33M 0.34%
+47,624
18
$1.16M 0.3%
31,389
+1,059
19
$1.12M 0.29%
10,057
-463
20
$988K 0.25%
23,525
+1,225
21
$862K 0.22%
25,852
+1,150
22
$343K 0.09%
10,938
+225