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
$575M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.24M
3
+$2.53M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.74M

Top Sells

1
+$3.2M
2
+$1.78M
3
+$1.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.12M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.8M 17.38%
888,572
+37,968
2
$55M 9.57%
682,256
+26,188
3
$47.9M 8.33%
349,324
+23,636
4
$45.9M 7.98%
644,995
-3,198
5
$38.6M 6.72%
455,944
+29,900
6
$33.1M 5.77%
254,771
-24,598
7
$32.5M 5.65%
255,522
-12,454
8
$29.2M 5.08%
176,162
+10,520
9
$25.1M 4.37%
503,373
-22,523
10
$23.5M 4.09%
361,694
-16,632
11
$17.9M 3.11%
55,338
-3,881
12
$14.9M 2.6%
149,898
-6,516
13
$13.7M 2.38%
286,140
+14,964
14
$13.5M 2.35%
364,257
-48,094
15
$12.8M 2.22%
183,921
-11,045
16
$8.73M 1.52%
140,152
-6,489
17
$8.17M 1.42%
182,060
-7,603
18
$5.23M 0.91%
98,361
-3,944
19
$5.07M 0.88%
47,464
+177
20
$4.77M 0.83%
54,690
-1,999
21
$4.58M 0.8%
38,183
-1,221
22
$3.95M 0.69%
76,675
-1,035
23
$2.66M 0.46%
23,379
+61
24
$2.16M 0.38%
67,819
-7,006
25
$2.09M 0.36%
12,786
-1,420
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