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
326
$1.61M 0.05%
56,537
327
$1.61M 0.05%
39,559
+47
328
$1.6M 0.05%
34,604
-9,783
329
$1.6M 0.05%
29,203
-137
330
$1.59M 0.05%
6,995
+949
331
$1.58M 0.05%
4,349
-67
332
$1.58M 0.05%
41,884
+7,644
333
$1.57M 0.05%
25,005
+9,716
334
$1.57M 0.05%
121,383
+1,548
335
$1.56M 0.05%
64,503
+4,960
336
$1.54M 0.05%
6,170
+47
337
$1.54M 0.05%
21,403
+605
338
$1.53M 0.05%
42,377
+9,936
339
$1.53M 0.05%
2,193
-53
340
$1.49M 0.05%
19,530
+326
341
$1.48M 0.05%
+8,965
342
$1.48M 0.05%
18,102
-176
343
$1.48M 0.05%
10,808
+747
344
$1.48M 0.05%
20,404
-1,892
345
$1.47M 0.05%
19,060
+1,403
346
$1.47M 0.05%
62,058
-12,288
347
$1.47M 0.05%
182,152
+60,334
348
$1.47M 0.05%
+4,403
349
$1.47M 0.05%
29,550
+620
350
$1.46M 0.05%
134,696
-8,646
12 13
14
15 16