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
$1.43B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$97.7M
3
+$48.9M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$33.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$33M

Top Sells

1
+$935K
2
+$922K
3
+$803K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$676K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$596K

Sector Composition

1 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 7.01%
1,310,940
+1,277,248
2
$98.6M 6.87%
1,335,889
+1,323,882
3
$93.8M 6.53%
590,622
+18,437
4
$82.9M 5.78%
437,187
+12,256
5
$82.5M 5.75%
404,078
+20,967
6
$80.7M 5.62%
214,602
+10,403
7
$78.1M 5.44%
565,392
+26,493
8
$68.2M 4.75%
891,871
+639,419
9
$67.9M 4.73%
681,847
+322,884
10
$44.8M 3.12%
838,174
+1,708
11
$36.7M 2.56%
441,859
+8,240
12
$35.8M 2.49%
1,403,307
+67,892
13
$34.5M 2.41%
316,201
+2,415
14
$33.8M 2.36%
555,196
-5,717
15
$33.6M 2.34%
744,260
+2,079
16
$33.5M 2.34%
494,176
+6,300
17
$33.2M 2.32%
+694,721
18
$33M 2.3%
+673,959
19
$32.9M 2.29%
+430,976
20
$28.8M 2%
520,922
+4,585
21
$28.5M 1.99%
1,133,447
+53,316
22
$27.1M 1.89%
1,127,465
-131
23
$26.1M 1.82%
427,764
-13,177
24
$22.8M 1.59%
564,930
-4,346
25
$21.6M 1.51%
137,905
-1,119
1
2 3