EFA

Efficient Frontier Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 9.35%
This Quarter Est. Return
1 Year Est. Return
+9.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$693K
3
+$583K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$565K
5
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$1.51K

Top Sells

1
+$1.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 25.67%
792,463
+14,252
2
$31.1M 24.67%
572,227
+14,360
3
$30.4M 24.05%
301,539
-11,931
4
$20.8M 16.49%
566,499
+18,862
5
$3.65M 2.89%
58,466
+23
6
$3.64M 2.88%
115,106
7
$2.4M 1.9%
36,374
8
$565K 0.45%
+20,869
9
$294K 0.23%
7,635
+17
10
$290K 0.23%
8,828
+46
11
$261K 0.21%
6,640
+28
12
$224K 0.18%
4,719
13
$212K 0.17%
10,914
+36