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
$588M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$707K
3
+$495K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$385K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$291K

Top Sells

1
+$1.22M
2
+$891K
3
+$758K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$393K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$368K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.6M 16.25%
898,942
+6,653
2
$55.3M 9.41%
707,261
-5,019
3
$47M 7.99%
652,927
+4,039
4
$41.7M 7.09%
306,841
-2,708
5
$40.5M 6.88%
367,552
+534
6
$38.3M 6.52%
336,972
-7,833
7
$34.4M 5.85%
412,325
+3,136
8
$31.7M 5.4%
617,909
+14,634
9
$28.1M 4.77%
432,476
+7,627
10
$24.8M 4.22%
159,274
-4,870
11
$21.4M 3.64%
78,441
-438
12
$19.9M 3.38%
188,132
-11,536
13
$16.6M 2.82%
247,689
+2,891
14
$11.6M 1.98%
243,842
-701
15
$11.2M 1.91%
179,083
-231
16
$10.1M 1.71%
232,344
-2,306
17
$6.88M 1.17%
84,921
-2,948
18
$6.19M 1.05%
114,806
+3,583
19
$5.12M 0.87%
48,736
+3,662
20
$5.01M 0.85%
104,205
-1,604
21
$4.87M 0.83%
46,895
-672
22
$3.21M 0.55%
93,521
+1,171
23
$2.69M 0.46%
19,117
+172
24
$2.49M 0.42%
48,893
+505
25
$2.41M 0.41%
22,065
+1,545
1
2 3