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
$715M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$924K
3
+$553K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$491K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$481K

Top Sells

1
+$1.86M
2
+$1.84M
3
+$1.53M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$985K

Sector Composition

1 Communication Services 0%
2 Financials 0%
3 Healthcare 0%
4 Technology 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.2M 13.74%
904,902
+12,138
2
$75.7M 10.59%
754,604
+4,622
3
$63.4M 8.88%
795,758
+3,416
4
$48.4M 6.78%
739,692
-28,166
5
$47.2M 6.6%
781,769
+3,242
6
$39.8M 5.57%
382,321
-14,680
7
$38.9M 5.44%
316,290
-10,575
8
$33.5M 4.69%
396,479
-8,423
9
$32.1M 4.49%
637,474
-8,008
10
$28.2M 3.95%
211,632
-7,391
11
$20M 2.8%
84,429
-2,380
12
$18.1M 2.53%
211,451
-8,134
13
$17.5M 2.45%
281,255
-1,322
14
$12.5M 1.75%
278,061
-14,214
15
$10.9M 1.53%
201,435
-5,750
16
$10.9M 1.53%
103,255
+8,749
17
$10.6M 1.49%
269,878
-6,863
18
$10.1M 1.41%
120,850
+5,749
19
$9.31M 1.3%
172,721
+5,302
20
$9.16M 1.28%
177,479
-3,981
21
$8.71M 1.22%
80,559
+2,532
22
$8.12M 1.14%
85,145
-1,207
23
$6.82M 0.95%
144,755
+11,746
24
$6.01M 0.84%
103,771
+3,293
25
$5.91M 0.83%
72,945
-6,965
1
2 3