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
$1.54B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.85M
3
+$2.95M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.85M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M

Top Sells

1
+$4.49M
2
+$3.21M
3
+$2.23M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.85M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 6.93%
585,468
-12,217
2
$106M 6.88%
396,238
+494
3
$96.1M 6.23%
1,333,768
+59,328
4
$94M 6.1%
431,021
-2,368
5
$93.6M 6.07%
187,211
-305
6
$92.8M 6.02%
1,239,314
+51,422
7
$92.6M 6.01%
577,409
+3,497
8
$64M 4.15%
659,300
-46,239
9
$63.4M 4.11%
826,875
-11,784
10
$51.3M 3.33%
875,682
+6,536
11
$45.2M 2.93%
1,401,548
-21,540
12
$45.1M 2.93%
538,671
+35,201
13
$39.6M 2.57%
337,450
+1,478
14
$39.3M 2.55%
650,914
+7,818
15
$38.7M 2.51%
522,212
+24,987
16
$38M 2.47%
769,308
+14,107
17
$37.5M 2.43%
561,962
-490
18
$36.5M 2.37%
1,142,414
+6,709
19
$33.1M 2.15%
1,258,511
-7,940
20
$30.2M 1.96%
621,349
+17,503
21
$30.1M 1.95%
389,168
+16,202
22
$30M 1.95%
617,126
+24,881
23
$27.1M 1.76%
619,879
-5,927
24
$22.7M 1.47%
922,636
-19,980
25
$22.5M 1.46%
345,773
-49,430
1
2 3