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
$437M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.37M
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$385K
5
IEIS
ISHARES ENHANCED INTERNATIONAL SMALL-CAP ETF
IEIS
+$367K

Top Sells

1
+$1.2M
2
+$972K
3
+$650K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$327K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$195K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84M 19.23%
763,233
-8,825
2
$44.4M 10.15%
799,338
+45,678
3
$43.1M 9.86%
539,318
-1,111
4
$40.4M 9.25%
431,367
-12,838
5
$37.4M 8.55%
442,712
-2,304
6
$34.3M 7.85%
324,387
+220
7
$29.9M 6.83%
585,291
+26,855
8
$19.7M 4.51%
95,349
-3,143
9
$18.9M 4.31%
244,901
+2,249
10
$18.8M 4.3%
161,264
+174
11
$16.2M 3.7%
265,532
+6,327
12
$11.3M 2.58%
260,923
+10,723
13
$10.1M 2.32%
217,188
+7,476
14
$9.71M 2.22%
247,055
+8,280
15
$3.45M 0.79%
73,454
-6,974
16
$1.83M 0.42%
17,285
+1,155
17
$1.44M 0.33%
16,112
+896
18
$1.26M 0.29%
39,622
+10,580
19
$1.22M 0.28%
43,656
+1,252
20
$1.19M 0.27%
54,681
+16,789
21
$1.11M 0.25%
34,485
+9,000
22
$1.1M 0.25%
48,387
+15,209
23
$1.05M 0.24%
26,185
-444
24
$1.04M 0.24%
20,540
+790
25
$985K 0.23%
34,597
+1,538
1
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