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
$2.87B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$11.5M
3
+$10.5M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$10.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$10.2M

Top Sells

1
+$109M
2
+$51.5M
3
+$14.2M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$10.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$9.23M

Sector Composition

1 Technology 11.24%
2 Financials 6.4%
3 Consumer Discretionary 3.77%
4 Healthcare 3.34%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.98M 0.07%
14,379
-16,690
277
$1.98M 0.07%
15,096
-256
278
$1.96M 0.07%
5,093
-101
279
$1.96M 0.07%
21,080
+1,816
280
$1.96M 0.07%
12,455
+1,141
281
$1.95M 0.07%
36,507
-3,134
282
$1.95M 0.07%
8,354
+1,518
283
$1.94M 0.07%
7,461
+844
284
$1.93M 0.07%
28,019
+894
285
$1.93M 0.07%
378,668
-41,001
286
$1.92M 0.07%
49,260
+5,515
287
$1.92M 0.07%
32,386
+12,197
288
$1.92M 0.07%
19,713
+1,269
289
$1.9M 0.07%
39,852
-381
290
$1.9M 0.07%
100,460
-14,960
291
$1.89M 0.07%
26,932
+1,580
292
$1.88M 0.07%
52,442
-4,419
293
$1.88M 0.07%
51,777
-2,311
294
$1.87M 0.07%
33,691
+10,392
295
$1.86M 0.06%
91,022
-11,594
296
$1.83M 0.06%
36,422
+4,707
297
$1.82M 0.06%
10,177
+759
298
$1.82M 0.06%
32,778
-1,049
299
$1.81M 0.06%
17,166
+1,859
300
$1.78M 0.06%
40,637
-405
10 11
12
13 14