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
$470M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.07M
3
+$2.01M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.71M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.58M

Top Sells

1
+$255K
2
+$24.3K
3
+$13.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89M 18.94%
798,481
+35,248
2
$49.1M 10.45%
828,194
+28,856
3
$45.4M 9.67%
564,286
+24,968
4
$41.1M 8.75%
443,922
+12,555
5
$39.6M 8.44%
467,107
+24,395
6
$35.9M 7.65%
328,357
+3,970
7
$32.5M 6.92%
610,183
+24,892
8
$20.7M 4.4%
99,389
+4,040
9
$20.1M 4.27%
163,601
+2,337
10
$19.6M 4.18%
248,361
+3,460
11
$17.5M 3.72%
272,034
+6,502
12
$12.2M 2.6%
276,503
+15,580
13
$11.1M 2.36%
224,293
+7,105
14
$10.4M 2.2%
258,110
+11,055
15
$3.22M 0.69%
68,064
-5,390
16
$1.97M 0.42%
18,318
+1,033
17
$1.77M 0.38%
54,336
+14,714
18
$1.77M 0.38%
77,503
+22,822
19
$1.67M 0.35%
69,356
+20,969
20
$1.59M 0.34%
17,572
+1,460
21
$1.58M 0.34%
+78,146
22
$1.52M 0.32%
47,322
+12,837
23
$1.39M 0.3%
+24,675
24
$1.33M 0.28%
26,302
+5,762
25
$1.33M 0.28%
46,097
+11,500
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