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
$698M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.67M
3
+$3.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.43M
5
VTV icon
Vanguard Value ETF
VTV
+$1.79M

Top Sells

1
+$4.96M
2
+$2.6M
3
+$1.75M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$1.61M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.24M

Sector Composition

1 Technology 0.41%
2 Financials 0.08%
3 Communication Services 0.06%
4 Utilities 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.5M 13.81%
892,764
+34,039
2
$72.1M 10.32%
749,982
+82,559
3
$63M 9.01%
792,342
+43,132
4
$46.1M 6.6%
767,858
-11,903
5
$43.9M 6.29%
778,527
+118,308
6
$40.2M 5.76%
397,001
-17,281
7
$39.6M 5.66%
326,865
-21,473
8
$34.2M 4.9%
404,902
-4,838
9
$30.5M 4.37%
645,482
-26,212
10
$28.2M 4.04%
219,023
+6,003
11
$19.5M 2.8%
86,809
-2,902
12
$18.8M 2.7%
219,585
-18,778
13
$16.3M 2.34%
282,577
-4,174
14
$11.4M 1.64%
292,275
-3,176
15
$10.3M 1.48%
207,185
-1,023
16
$9.93M 1.42%
94,506
+1,547
17
$9.69M 1.39%
276,741
-5,211
18
$9.56M 1.37%
115,101
+20,409
19
$8.53M 1.22%
167,419
+5,779
20
$8.34M 1.19%
181,460
+30,159
21
$8.03M 1.15%
86,352
+19,233
22
$7.99M 1.14%
78,027
+2,792
23
$6.46M 0.92%
79,910
+4,506
24
$6.23M 0.89%
133,009
+28,838
25
$5.39M 0.77%
100,478
+5,524
1
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