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
301
$1.77M 0.06%
36,018
-1,741
302
$1.77M 0.06%
88,623
+32,537
303
$1.77M 0.06%
144,228
+5,238
304
$1.76M 0.06%
58,107
-780
305
$1.75M 0.06%
19,687
+4,930
306
$1.74M 0.06%
+84,588
307
$1.74M 0.06%
15,548
+3,816
308
$1.74M 0.06%
36,096
-3,756
309
$1.73M 0.06%
17,098
+3,138
310
$1.73M 0.06%
66,426
+2,672
311
$1.73M 0.06%
87,142
+12,513
312
$1.72M 0.06%
20,039
+405
313
$1.71M 0.05%
11,480
+2,344
314
$1.7M 0.05%
17,952
+1,395
315
$1.7M 0.05%
37,544
+1,037
316
$1.7M 0.05%
5,876
+637
317
$1.7M 0.05%
16,746
-1,022
318
$1.7M 0.05%
40,420
-8,840
319
$1.68M 0.05%
17,300
+3,950
320
$1.68M 0.05%
29,679
+4,065
321
$1.67M 0.05%
39,586
-1,082
322
$1.65M 0.05%
90,237
+597
323
$1.65M 0.05%
41,736
-8,749
324
$1.64M 0.05%
77,378
-8,944
325
$1.64M 0.05%
46,995
+37,274
11 12
13
14 15