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
$806M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$6.04M
3
+$4.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.98M
5
VTV icon
Vanguard Value ETF
VTV
+$3.83M

Top Sells

1
+$1.28M
2
+$1.02M
3
+$784K
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$637K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$547K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.9M 10.41%
727,793
+30,447
2
$70M 8.68%
403,019
+4,418
3
$55.3M 6.86%
673,530
+41,477
4
$50M 6.19%
221,733
+10,385
5
$40.6M 5.04%
543,800
-7,319
6
$37.3M 4.62%
414,307
+68,459
7
$35.8M 4.44%
415,878
+17,449
8
$35.4M 4.39%
411,765
+70,314
9
$29.3M 3.63%
198,445
-8,682
10
$28.8M 3.57%
168,926
-4,606
11
$27.3M 3.39%
198,717
+27,878
12
$25.6M 3.17%
114,670
+17,882
13
$23.3M 2.89%
59,202
+10,483
14
$21M 2.61%
406,374
-5,643
15
$20.1M 2.5%
275,632
-1,534
16
$18.6M 2.3%
43,211
-1,164
17
$15.2M 1.89%
99,780
-6,659
18
$14M 1.74%
257,542
-1,570
19
$12.8M 1.58%
201,607
+38,346
20
$12.1M 1.5%
118,637
+19,373
21
$11.9M 1.48%
227,323
+36,455
22
$11.7M 1.45%
141,489
+23,695
23
$11.6M 1.44%
202,675
+34,682
24
$10.4M 1.29%
131,580
-4,215
25
$10.1M 1.25%
74,029
+13,417
1
2 3