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
$573M
AUM Growth
+$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$470K
3
+$369K
4
VB icon
Vanguard Small-Cap ETF
VB
+$284K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$267K

Top Sells

1
+$1.92M
2
+$1.04M
3
+$1.01M
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$745K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$556K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.2M 16.46%
846,284
-2,869
2
$52.3M 9.14%
649,890
+702
3
$43.3M 7.56%
665,718
+2,454
4
$40.9M 7.14%
313,027
+5,373
5
$37M 6.45%
317,007
-16,430
6
$34.6M 6.04%
408,202
+5,539
7
$33.9M 5.93%
290,448
-8,635
8
$27.8M 4.85%
577,820
-6,899
9
$25.2M 4.39%
160,586
+1,813
10
$24.6M 4.3%
404,907
-5,919
11
$21.3M 3.73%
564,828
-19,713
12
$19.4M 3.38%
65,753
-3,545
13
$16M 2.79%
171,319
-5,964
14
$14.7M 2.57%
224,126
-5,691
15
$12.5M 2.18%
264,875
+4,009
16
$9.35M 1.63%
162,893
-4,065
17
$9.07M 1.58%
211,403
-6,504
18
$5.5M 0.96%
106,114
-747
19
$5.47M 0.95%
63,195
-3,347
20
$5.18M 0.91%
48,653
+2,193
21
$4.69M 0.82%
42,308
-990
22
$4.28M 0.75%
85,741
-2,299
23
$2.74M 0.48%
24,247
+2,098
24
$2.56M 0.45%
17,034
-833
25
$2.46M 0.43%
82,026
-2,610
1
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