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
$1.31B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.56M
3
+$2.32M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.08M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.68M

Top Sells

1
+$10.4M
2
+$9.86M
3
+$5.89M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.87M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.7M 7.53%
561,133
-58,850
2
$94.5M 7.21%
1,153,269
+44,459
3
$93M 7.1%
1,169,553
+44,702
4
$83.4M 6.36%
392,256
-2,521
5
$76.1M 5.81%
515,170
-21,677
6
$75.6M 5.77%
706,067
-92,041
7
$75.4M 5.75%
331,169
+5,907
8
$73.5M 5.61%
177,132
-226
9
$70.7M 5.4%
907,750
-62,532
10
$39.6M 3.03%
688,479
+36,036
11
$36.9M 2.82%
340,379
-3,343
12
$34M 2.59%
494,915
-52,455
13
$32.8M 2.51%
394,115
-70,620
14
$31.6M 2.41%
617,796
-10,688
15
$31.1M 2.38%
398,708
+10,012
16
$31M 2.36%
249,884
+13,561
17
$31M 2.36%
590,301
+25,142
18
$29.7M 2.27%
618,684
+30,033
19
$29.5M 2.25%
397,976
+31,395
20
$29.4M 2.25%
472,402
+20,561
21
$26.5M 2.02%
152,052
-3,322
22
$25.2M 1.92%
421,967
+21,921
23
$23.5M 1.79%
151,016
-23,689
24
$20.1M 1.54%
436,634
+28,069
25
$17.8M 1.36%
262,286
-4,329
1
2 3