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
$545M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$93.4K
3
+$75.4K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$68K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$64.3K

Top Sells

1
+$1.44M
2
+$1.01M
3
+$903K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$900K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$835K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 20.09%
926,883
-7,074
2
$59.1M 10.85%
711,714
+908
3
$47M 8.63%
424,840
-3,523
4
$43.9M 8.07%
507,915
+2,511
5
$40.6M 7.46%
677,918
-24,086
6
$30.5M 5.6%
198,323
-4,834
7
$28.5M 5.23%
233,432
-7,401
8
$25.5M 4.68%
226,534
-7,090
9
$20.3M 3.72%
362,232
-4,800
10
$19.1M 3.51%
473,676
-17,586
11
$16.4M 3.01%
48,724
-2,678
12
$13.4M 2.46%
324,271
-5,168
13
$12M 2.21%
132,875
-8,061
14
$10.2M 1.87%
159,638
-8,825
15
$8.4M 1.54%
239,943
-28,797
16
$7.18M 1.32%
121,685
-6,059
17
$6.82M 1.25%
154,769
-9,165
18
$4.45M 0.82%
93,407
-2,954
19
$4.42M 0.81%
47,338
+727
20
$4.19M 0.77%
38,762
-2,758
21
$4.16M 0.76%
39,832
+494
22
$3.29M 0.6%
83,331
+1,627
23
$2.16M 0.4%
18,648
-2,112
24
$1.84M 0.34%
10,834
-508
25
$1.65M 0.3%
32,455
-3,702
1
2