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
$629M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.7M
3
+$7.39M
4
BND icon
Vanguard Total Bond Market
BND
+$5.61M
5
VTV icon
Vanguard Value ETF
VTV
+$3.94M

Top Sells

1
+$701K
2
+$343K
3
+$206K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$183K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$143K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.8M 14.11%
788,154
+15,485
2
$52.2M 8.29%
643,650
+91,228
3
$44.5M 7.07%
792,283
-689
4
$39.4M 6.26%
424,150
-7,544
5
$38.7M 6.15%
453,133
+3,298
6
$33.2M 5.28%
315,513
-3,256
7
$29M 4.61%
675,046
+24,898
8
$25.1M 3.98%
762,903
-3,740
9
$22.5M 3.58%
194,731
+30,655
10
$21.4M 3.41%
249,687
+219,775
11
$19.6M 3.12%
93,151
-980
12
$18.4M 2.93%
857,455
+12,226
13
$17.4M 2.77%
246,164
-2,583
14
$16.3M 2.58%
291,126
+6,141
15
$13.7M 2.18%
261,396
+224,052
16
$13.1M 2.09%
338,634
+193
17
$12.3M 1.95%
393,224
-1,243
18
$10.2M 1.63%
212,318
+143
19
$10M 1.59%
290,981
+3,694
20
$7.67M 1.22%
330,060
+1,542
21
$7.58M 1.21%
71,310
+24,265
22
$6.08M 0.97%
114,628
+434
23
$6.07M 0.97%
72,014
+66,536
24
$6.07M 0.96%
204,320
+1,026
25
$5.59M 0.89%
111,354
-2,198
1
2 3