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
$729M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.4M
3
+$8.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.72M
5
VTV icon
Vanguard Value ETF
VTV
+$8.52M

Top Sells

1
+$8.46M
2
+$4.88M
3
+$4.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.4M 10.88%
697,346
-74,308
2
$66M 9.05%
398,601
-19,122
3
$51.9M 7.12%
632,053
-15,279
4
$45.2M 6.2%
211,348
+1,786
5
$39.8M 5.46%
551,119
-67,594
6
$34.4M 4.71%
398,429
-40,264
7
$30.7M 4.21%
345,848
+117,468
8
$29.3M 4.01%
207,127
+1,073
9
$28.9M 3.97%
341,451
+128,960
10
$27.7M 3.79%
173,532
-26,508
11
$22.5M 3.08%
170,839
+64,776
12
$21M 2.88%
412,017
-26,286
13
$20M 2.74%
96,788
+43,514
14
$19.4M 2.66%
277,166
-38,622
15
$17.7M 2.43%
48,719
+23,940
16
$17.7M 2.42%
44,375
-632
17
$15.6M 2.14%
106,439
-9,582
18
$13.3M 1.82%
259,112
-39,766
19
$10.3M 1.41%
135,795
-8,849
20
$9.91M 1.36%
163,261
+80,211
21
$9.84M 1.35%
190,868
+68,989
22
$9.72M 1.33%
117,794
+42,844
23
$9.6M 1.32%
167,993
+61,588
24
$9.12M 1.25%
99,264
+44,517
25
$7.78M 1.07%
60,612
+29,706
1
2 3