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
$1.2B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$7.08M
3
+$5.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.07M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.75M

Top Sells

1
+$5.41M
2
+$3.21M
3
+$2.73M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.53M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.49M

Sector Composition

1 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.7M 8.07%
1,245,259
+91,990
2
$95.1M 7.94%
1,263,631
+94,078
3
$84.4M 7.05%
563,550
+2,417
4
$72.3M 6.04%
410,701
+18,445
5
$69.8M 5.83%
529,246
+14,076
6
$69.1M 5.77%
679,239
-26,828
7
$68.7M 5.73%
894,263
-13,487
8
$68.2M 5.69%
361,631
+30,462
9
$66.5M 5.55%
191,754
+14,622
10
$38.1M 3.18%
763,447
+74,968
11
$33.1M 2.77%
363,655
+23,276
12
$32.2M 2.68%
641,638
+23,842
13
$32M 2.68%
420,230
+21,522
14
$31.5M 2.63%
636,334
+46,033
15
$30.1M 2.51%
363,522
-30,593
16
$28.6M 2.39%
276,958
+27,074
17
$27.8M 2.32%
438,236
+40,260
18
$27.8M 2.32%
680,579
+61,895
19
$27.6M 2.3%
522,047
+49,645
20
$26.4M 2.2%
452,181
-42,734
21
$24.2M 2.02%
468,394
+46,427
22
$21.2M 1.77%
145,845
-6,207
23
$20.8M 1.74%
500,176
+63,542
24
$15.4M 1.28%
111,683
-39,333
25
$15.3M 1.27%
264,527
+2,241
1
2 3