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
$1.59B
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$810K
3
+$762K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$664K
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$601K

Top Sells

1
+$12.4M
2
+$8.8M
3
+$4.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.03M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.89M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 7.31%
580,223
-5,245
2
$109M 6.86%
386,391
-9,847
3
$99.2M 6.22%
1,321,074
-12,694
4
$99.1M 6.22%
417,826
-13,195
5
$96.6M 6.06%
553,641
-23,768
6
$95.7M 6%
181,355
-5,856
7
$95.1M 5.96%
1,212,837
-26,477
8
$63.2M 3.96%
803,215
-23,660
9
$62.7M 3.94%
619,502
-39,798
10
$55.4M 3.47%
878,614
+2,932
11
$48.6M 3.05%
498,792
-39,879
12
$48.5M 3.04%
1,412,981
+11,433
13
$42.7M 2.68%
338,943
+1,493
14
$42.5M 2.66%
655,721
+4,807
15
$40.6M 2.55%
768,889
-419
16
$40.5M 2.54%
516,832
-5,380
17
$40.4M 2.53%
567,972
+6,010
18
$38.9M 2.44%
1,141,007
-1,407
19
$36.5M 2.29%
1,297,993
+39,482
20
$31.3M 1.96%
634,806
+13,457
21
$31.3M 1.96%
621,783
+4,657
22
$31.2M 1.96%
393,416
+4,248
23
$30M 1.88%
626,882
+7,003
24
$25.4M 1.59%
945,032
+22,396
25
$23.5M 1.47%
332,363
-13,410
1
2 3