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
$572M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$401K
3
+$365K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$272K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$128K

Top Sells

1
+$1.41M
2
+$909K
3
+$711K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$663K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$637K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.6M 16.19%
849,153
-1,886
2
$51.7M 9.03%
649,188
-11,424
3
$43.6M 7.63%
663,264
-912
4
$39.6M 6.92%
307,654
+152
5
$37.6M 6.57%
333,437
-12,517
6
$34M 5.94%
299,083
-2,705
7
$33.9M 5.92%
402,663
+6,243
8
$28.6M 5%
584,719
-1,116
9
$24.9M 4.36%
410,826
-197
10
$24.3M 4.24%
158,773
+577
11
$22.7M 3.97%
584,541
-8,410
12
$19.7M 3.45%
69,298
-2,331
13
$16.4M 2.87%
177,283
-7,660
14
$14.9M 2.61%
229,817
-7,335
15
$12.3M 2.15%
260,866
+1,213
16
$9.59M 1.68%
166,958
-4,905
17
$9.35M 1.64%
217,907
-6,691
18
$5.68M 0.99%
106,861
-3,855
19
$5.58M 0.98%
66,542
-7,595
20
$4.92M 0.86%
46,460
+1,071
21
$4.66M 0.81%
43,298
+588
22
$4.41M 0.77%
88,040
-3,301
23
$2.58M 0.45%
17,867
-493
24
$2.57M 0.45%
84,636
-2,823
25
$2.46M 0.43%
22,149
+827
1
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