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
$1.48B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.32M
3
+$2.18M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.79M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.74M

Top Sells

1
+$2.85M
2
+$2.74M
3
+$2.67M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 7.08%
1,499,231
+47,573
2
$102M 6.87%
1,404,547
+58,797
3
$101M 6.83%
632,410
-17,205
4
$94.2M 6.38%
443,570
-7,043
5
$87.5M 5.92%
462,612
-6,682
6
$85.6M 5.79%
620,443
-944
7
$83M 5.61%
211,254
-3,843
8
$65.6M 4.44%
872,821
-15,571
9
$60.9M 4.13%
648,118
-28,363
10
$48M 3.25%
925,387
+42,010
11
$39.5M 2.68%
522,629
+11,319
12
$36.8M 2.49%
346,648
+9,948
13
$36.6M 2.48%
1,398,775
-34,062
14
$36.2M 2.45%
675,618
+31,878
15
$35.9M 2.43%
536,890
+26,754
16
$35.4M 2.4%
810,810
+39,875
17
$35M 2.37%
603,934
+28,970
18
$33.5M 2.27%
709,398
+11,481
19
$33.5M 2.26%
445,251
+7,092
20
$33.2M 2.25%
694,986
+10,060
21
$28.9M 1.96%
1,124,607
-29,819
22
$27.9M 1.89%
1,195,192
+53,161
23
$25.2M 1.71%
643,491
+16,361
24
$22.4M 1.52%
387,843
-10,233
25
$21.1M 1.43%
129,271
-7,492
1
2 3