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
$584M
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$442K
3
+$131K
4
GLD icon
SPDR Gold Trust
GLD
+$55.7K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$33K

Top Sells

1
+$1.44M
2
+$1.26M
3
+$1.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.7M 16.04%
887,838
-11,104
2
$54.5M 9.32%
697,855
-9,406
3
$46.2M 7.92%
649,914
-3,013
4
$41.4M 7.09%
357,765
-9,787
5
$41.3M 7.07%
296,496
-10,345
6
$39M 6.68%
326,797
-10,175
7
$33.7M 5.78%
406,054
-6,271
8
$31.7M 5.42%
609,874
-8,035
9
$28.8M 4.93%
441,405
+8,929
10
$24.6M 4.22%
151,540
-7,734
11
$21.8M 3.73%
74,459
-3,982
12
$19.3M 3.3%
181,363
-6,769
13
$16.6M 2.84%
243,939
-3,750
14
$11.3M 1.93%
246,707
+2,865
15
$10.9M 1.86%
174,402
-4,681
16
$9.84M 1.68%
229,298
-3,046
17
$6.75M 1.16%
83,921
-1,000
18
$6.39M 1.09%
123,337
+8,531
19
$5.08M 0.87%
45,852
-1,043
20
$4.99M 0.85%
47,632
-1,104
21
$4.92M 0.84%
103,352
-853
22
$3.22M 0.55%
93,614
+93
23
$2.81M 0.48%
18,760
-357
24
$2.46M 0.42%
48,267
-626
25
$2.33M 0.4%
21,573
-492
1
2 3