MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$19.3M
3
+$7.8M
4
AAPL icon
Apple
AAPL
+$7.61M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.36M

Top Sells

1
+$19M
2
+$13.7M
3
+$9.31M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$8.52M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.53M

Sector Composition

1 Technology 11.31%
2 Financials 6.72%
3 Healthcare 4.79%
4 Consumer Discretionary 3.71%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.53M 0.08%
6,148
+441
227
$2.52M 0.08%
8,908
+1,447
228
$2.49M 0.08%
17,502
+10,030
229
$2.47M 0.08%
43,994
-8,065
230
$2.46M 0.08%
6,187
+4,232
231
$2.43M 0.08%
7,332
+158
232
$2.42M 0.08%
3,178
+853
233
$2.41M 0.08%
110,601
+392
234
$2.41M 0.08%
53,086
+644
235
$2.38M 0.08%
2,852
-132
236
$2.37M 0.08%
33,928
+27,633
237
$2.37M 0.08%
46,832
+5,609
238
$2.37M 0.08%
46,694
-61,853
239
$2.36M 0.08%
5,661
+568
240
$2.35M 0.08%
15,087
+4,318
241
$2.35M 0.08%
21,947
+867
242
$2.33M 0.07%
50,814
+1,009
243
$2.32M 0.07%
21,533
-5,336
244
$2.3M 0.07%
53,254
+1,087
245
$2.29M 0.07%
10,733
+556
246
$2.24M 0.07%
79,577
+5,304
247
$2.24M 0.07%
39,213
-2,700
248
$2.22M 0.07%
8,213
+171
249
$2.22M 0.07%
37,833
-1,258
250
$2.22M 0.07%
38,741
-700
8 9
10
11 12