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
$151M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$434K
2
+$328K
3
+$172K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$80.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$45.2K

Top Sells

1
+$716K
2
+$292K
3
+$200K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 27.03%
407,479
-7,134
2
$32.9M 21.74%
803,298
+8,013
3
$27.7M 18.33%
497,924
-5,238
4
$20.9M 13.84%
589,787
+12,226
5
$10.1M 6.68%
34,845
+156
6
$4.58M 3.03%
148,899
7
$3.84M 2.54%
58,992
+40
8
$3.66M 2.42%
107,978
+2,367
9
$2.38M 1.57%
36,536
+95
10
$1.7M 1.13%
64,108
11
$841K 0.56%
32,105
12
$378K 0.25%
7,085
+3,224
13
$312K 0.21%
7,733
+42
14
$287K 0.19%
9,069
+96
15
$280K 0.19%
6,734
+33
16
$246K 0.16%
12,008
+765
17
$227K 0.15%
4,912
+147
18
– –
-3,387