EFA
Efficient Frontier Advisors Portfolio holdings
AUM $154M
AUM
$154M
AUM Growth
+$2.49M (+2%)
Cap. Flow
+$1.46M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
97.28%
Holding
21
New
4
Increased
11
Reduced
4
Closed
–
Top Buys
| 1 | $635K | |
| 2 | $361K | |
| 3 | $285K | |
| 4 | $238K | |
| 5 | $165K |
Top Sells
| 1 | $328K | |
| 2 | $63.2K | |
| 3 | $54.6K | |
| 4 | $12.9K |
Sector Composition
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $41M | 26.64% | 406,851 -628 | -0.2% | -$63.2K | |||
| $33.1M | 21.54% | 803,399 +101 | +0% | +$4.16K | |||
| $25.7M | 16.75% | 500,077 +2,153 | +0.4% | +$111K | |||
| $23.2M | 15.07% | 588,401 -1,386 | -0.2% | -$54.6K | |||
| $9.74M | 6.34% | 35,446 +601 | +2% | +$165K | |||
| $4.64M | 3.02% | 100,842 -7,136 | -7% | -$328K | |||
| $4.19M | 2.73% | 148,899 | – | – | |||
| $3.53M | 2.29% | 59,025 +33 | +0.1% | +$1.97K | |||
| $2.6M | 1.69% | 37,293 +757 | +2% | +$52.8K | |||
| $1.87M | 1.21% | 64,108 | – | – | |||
| $892K | 0.58% | 32,975 +870 | +3% | +$23.5K | |||
| $635K | 0.41% | 1,237 | New | +$635K | |||
| $375K | 0.24% | 7,143 +58 | +0.8% | +$3.05K | |||
| $361K | 0.23% | 4,977 | New | +$361K | |||
| $313K | 0.2% | 7,742 +9 | +0.1% | +$364 | |||
| $306K | 0.2% | 9,142 +73 | +0.8% | +$2.44K | |||
| $285K | 0.19% | 5,599 | New | +$285K | |||
| $270K | 0.18% | 5,730 +818 | +17% | +$38.6K | |||
| $256K | 0.17% | 6,765 +31 | +0.5% | +$1.17K | |||
| $248K | 0.16% | 11,415 -593 | -5% | -$12.9K | |||
| $238K | 0.15% | 3,389 | New | +$238K |
