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
251
$2.21M 0.07%
26,581
-88
252
$2.2M 0.07%
25,222
-1,244
253
$2.2M 0.07%
81,335
+32,844
254
$2.19M 0.07%
11,339
-478
255
$2.15M 0.07%
76,438
+15,841
256
$2.14M 0.07%
14,427
+1,972
257
$2.14M 0.07%
59,766
-520
258
$2.14M 0.07%
84,728
-24,229
259
$2.13M 0.07%
100,460
260
$2.13M 0.07%
93,201
+748
261
$2.11M 0.07%
70,924
+2,482
262
$2.11M 0.07%
48,617
+7,980
263
$2.1M 0.07%
+40,098
264
$2.08M 0.07%
39,413
+27,810
265
$2.08M 0.07%
47,860
+16,504
266
$2.08M 0.07%
34,394
+1,616
267
$2.07M 0.07%
25,924
-3,681
268
$2.07M 0.07%
90,887
-135
269
$2.07M 0.07%
31,479
-38,785
270
$2.05M 0.07%
106,829
+23,735
271
$2.04M 0.07%
376,008
-2,660
272
$2.03M 0.07%
8,209
-9,637
273
$1.99M 0.06%
17,286
+120
274
$1.99M 0.06%
61,214
-58,398
275
$1.99M 0.06%
39,724
-671
9 10
11
12 13