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
$679M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$507K
3
+$269K
4
VV icon
Vanguard Large-Cap ETF
VV
+$251K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$240K

Top Sells

1
+$13.5M
2
+$8.74M
3
+$4.78M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.24M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.8M 14.69%
911,561
+6,659
2
$63.4M 9.34%
621,819
-132,785
3
$59.6M 8.77%
746,428
-49,330
4
$49.6M 7.31%
713,956
-25,736
5
$40.6M 5.97%
643,222
-138,547
6
$39.4M 5.8%
375,260
-7,061
7
$38M 5.59%
309,119
-7,171
8
$32.9M 4.84%
389,473
-7,006
9
$32.4M 4.77%
627,058
-10,416
10
$25.4M 3.74%
187,706
-23,926
11
$20.1M 2.95%
82,394
-2,035
12
$18.3M 2.69%
205,809
-5,642
13
$18M 2.65%
276,175
-5,080
14
$12.5M 1.83%
272,363
-5,698
15
$11.3M 1.66%
195,543
-5,892
16
$10.7M 1.58%
258,628
-11,250
17
$9.89M 1.46%
177,546
+4,825
18
$9.57M 1.41%
90,483
-12,772
19
$9.2M 1.35%
82,822
+2,263
20
$9.13M 1.34%
108,053
-12,797
21
$7.41M 1.09%
155,387
+10,632
22
$7.14M 1.05%
133,791
-43,688
23
$6.56M 0.97%
107,712
+3,941
24
$5.37M 0.79%
55,627
-29,518
25
$4.02M 0.59%
80,387
+2,424
1
2 3