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
$1.15B
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.66M
3
+$2.71M
4
VTV icon
Vanguard Value ETF
VTV
+$2.57M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.47M

Top Sells

1
+$1.21M
2
+$1.18M
3
+$1.08M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$959K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$763K

Sector Composition

1 Financials 0.11%
2 Energy 0.08%
3 Utilities 0.05%
4 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.2M 8.29%
1,295,098
+49,839
2
$93.9M 8.18%
1,316,185
+52,554
3
$80.1M 6.97%
558,263
-5,287
4
$69M 6.01%
403,822
-6,879
5
$67.9M 5.92%
550,044
+20,798
6
$67.2M 5.86%
898,784
+4,521
7
$64.8M 5.65%
361,224
-407
8
$64.7M 5.64%
671,661
-7,578
9
$63M 5.49%
191,948
+194
10
$36.6M 3.19%
824,471
+61,024
11
$32.2M 2.8%
432,891
+12,661
12
$32M 2.79%
666,164
+24,526
13
$31.4M 2.74%
657,757
+21,423
14
$30M 2.62%
374,442
+10,787
15
$29M 2.53%
357,228
-6,294
16
$27.8M 2.42%
299,426
+22,468
17
$27.1M 2.36%
471,474
+33,238
18
$26.8M 2.34%
737,508
+56,929
19
$26.6M 2.31%
575,657
+53,610
20
$23.6M 2.06%
459,601
+7,420
21
$23.1M 2.01%
504,862
+36,468
22
$19.5M 1.7%
533,993
+33,817
23
$19.1M 1.66%
138,026
-7,819
24
$14.2M 1.24%
274,660
+10,133
25
$13.1M 1.15%
102,278
-9,405
1
2 3