EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$8.09M
3
+$4.87M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.38M

Top Sells

1
+$3.23M
2
+$2.83M
3
+$2.67M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$2.67M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.52M

Sector Composition

1 Technology 0.19%
2 Healthcare 0.1%
3 Consumer Staples 0.1%
4 Financials 0.07%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 7.09%
610,689
+42,794
2
$117M 6.95%
383,864
+14,412
3
$107M 6.4%
1,458,694
+54,559
4
$103M 6.13%
181,106
+7,477
5
$103M 6.13%
434,073
+34,143
6
$101M 5.99%
568,797
+27,558
7
$98.8M 5.88%
1,277,480
-5,822
8
$62.3M 3.71%
792,001
-5,398
9
$60.2M 3.59%
607,264
-2,611
10
$57.9M 3.45%
861,940
-42,129
11
$56.1M 3.34%
1,564,813
+134,183
12
$49.1M 2.93%
551,718
+28,958
13
$46M 2.74%
342,288
-19,862
14
$45M 2.68%
1,265,028
+106,406
15
$44.3M 2.64%
640,489
-36,437
16
$43.9M 2.62%
534,635
-16,995
17
$43.2M 2.57%
757,359
-43,106
18
$42.4M 2.53%
547,483
-41,629
19
$42M 2.5%
1,351,411
-43,984
20
$32.2M 1.92%
649,572
-1,089
21
$32.1M 1.91%
403,499
-2,632
22
$31.9M 1.9%
635,198
-12,481
23
$30.5M 1.82%
616,968
-18,350
24
$29.5M 1.76%
988,847
-38,847
25
$21.9M 1.3%
372,156
+16,690
1
2 3 4 5