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
276
$1.99M 0.06%
15,130
+34
277
$1.98M 0.06%
5,714
-775
278
$1.97M 0.06%
7,882
-472
279
$1.97M 0.06%
4,111
-217
280
$1.97M 0.06%
17,831
-11,313
281
$1.96M 0.06%
26,711
-1,308
282
$1.96M 0.06%
34,072
+381
283
$1.95M 0.06%
13,936
-158
284
$1.95M 0.06%
18,612
+7,919
285
$1.94M 0.06%
25,108
-5,053
286
$1.93M 0.06%
37,483
-2,059
287
$1.92M 0.06%
167,773
-6,250
288
$1.92M 0.06%
51,806
+29
289
$1.92M 0.06%
26,698
-234
290
$1.9M 0.06%
157,128
-6,920
291
$1.88M 0.06%
37,174
-5,375
292
$1.87M 0.06%
9,636
+806
293
$1.87M 0.06%
51,613
-78,646
294
$1.85M 0.06%
83,298
+64,292
295
$1.85M 0.06%
21,701
+131
296
$1.84M 0.06%
14,027
-170
297
$1.84M 0.06%
31,400
-986
298
$1.83M 0.06%
8,576
+4,031
299
$1.79M 0.06%
5,009
-1
300
$1.78M 0.06%
22,107
-6,542
10 11
12
13 14