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
$655M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$16.8M
3
+$8.52M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.26M
5
VTV icon
Vanguard Value ETF
VTV
+$7.88M

Top Sells

1
+$18.3M
2
+$5.98M
3
+$5.34M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$4.83M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$4.03M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.2M 13.92%
771,654
-155,229
2
$59.4M 9.07%
417,723
-7,117
3
$53.7M 8.19%
647,332
-64,382
4
$42.1M 6.43%
618,713
-59,205
5
$40.8M 6.23%
209,562
+11,239
6
$37.9M 5.78%
438,693
-69,222
7
$29M 4.42%
200,040
-33,392
8
$26.4M 4.03%
206,054
-20,480
9
$21.2M 3.24%
228,380
+181,042
10
$20.8M 3.18%
315,788
-46,444
11
$20.7M 3.16%
438,303
-35,373
12
$18.7M 2.86%
+212,491
13
$16.9M 2.58%
45,007
-3,717
14
$14.3M 2.18%
298,878
-25,393
15
$13.8M 2.1%
116,021
-16,854
16
$12.6M 1.93%
106,063
+66,231
17
$10.6M 1.61%
144,644
-14,994
18
$10.4M 1.58%
53,274
+42,440
19
$8.61M 1.31%
232,016
-7,927
20
$8.52M 1.3%
+24,779
21
$7.5M 1.15%
109,793
-11,892
22
$7.23M 1.1%
139,893
-14,876
23
$6.24M 0.95%
+74,950
24
$6.23M 0.95%
+106,405
25
$6.23M 0.95%
+121,879
1
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