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
$1.53B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$10.3M
3
+$9.76M
4
BND icon
Vanguard Total Bond Market
BND
+$8.42M
5
VTV icon
Vanguard Value ETF
VTV
+$7.96M

Top Sells

1
+$23.7M
2
+$1.29M
3
+$1.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.08M
5
DE icon
Deere & Co
DE
+$1.04M

Sector Composition

1 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 7.02%
649,615
+58,993
2
$106M 6.89%
1,451,658
+115,769
3
$101M 6.61%
1,345,750
+34,810
4
$99.3M 6.48%
450,613
+46,535
5
$93.3M 6.1%
469,294
+32,107
6
$88.3M 5.77%
621,387
+55,995
7
$87.6M 5.72%
215,097
+495
8
$67.1M 4.39%
888,392
-3,479
9
$66.3M 4.33%
676,481
-5,366
10
$48.1M 3.14%
883,377
+45,203
11
$42.7M 2.79%
511,310
+69,451
12
$38.9M 2.54%
1,432,837
+29,530
13
$37.2M 2.43%
336,700
+20,499
14
$36.1M 2.36%
643,740
+122,818
15
$35.6M 2.33%
770,935
+26,675
16
$35.6M 2.32%
510,136
+15,960
17
$35.5M 2.32%
574,964
+19,768
18
$33.5M 2.19%
684,926
+10,967
19
$33.2M 2.17%
438,159
+7,183
20
$33.1M 2.16%
697,917
+3,196
21
$30.6M 2%
1,154,426
+20,979
22
$27.7M 1.81%
1,142,031
+14,566
23
$25.5M 1.67%
627,130
+62,200
24
$23.1M 1.51%
136,763
-1,142
25
$22.9M 1.5%
+398,076
1
2 3