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
$1.56B
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.78M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.75M

Top Sells

1
+$1.92M
2
+$1.29M
3
+$1.18M
4
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.02M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$930K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 7.36%
597,685
-4,846
2
$103M 6.6%
395,744
-4,955
3
$99.1M 6.36%
433,389
-8,414
4
$93.5M 6%
573,912
-1,315
5
$92.6M 5.94%
1,274,440
+20,964
6
$90.1M 5.78%
187,516
-1,491
7
$89.6M 5.75%
1,187,892
+24,329
8
$69.1M 4.43%
705,539
+18,182
9
$64.3M 4.12%
838,659
+27,788
10
$51M 3.27%
869,146
+29,765
11
$45.5M 2.92%
1,423,088
+13,361
12
$43.5M 2.79%
503,470
+15,765
13
$39.3M 2.52%
335,972
+15,924
14
$38.8M 2.49%
643,096
+18,729
15
$37.9M 2.43%
755,201
+16,857
16
$37.9M 2.43%
562,452
+12,413
17
$37.8M 2.43%
497,225
+8,778
18
$35.9M 2.3%
1,135,705
+8,518
19
$33.9M 2.17%
1,266,451
+53,121
20
$29.1M 1.87%
592,245
+15,270
21
$28.9M 1.86%
603,846
+16,100
22
$28.8M 1.85%
372,966
+7,892
23
$26.1M 1.68%
625,806
+39,147
24
$26M 1.67%
395,203
-8,979
25
$23.6M 1.52%
942,616
+41,157
1
2 3