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
351
$1.46M 0.05%
78,463
-2,488
352
$1.44M 0.05%
40,142
+16
353
$1.44M 0.05%
14,091
-161
354
$1.44M 0.05%
24,936
+1
355
$1.44M 0.05%
15,028
-480
356
$1.43M 0.05%
16,704
-23,898
357
$1.43M 0.05%
49,317
+498
358
$1.42M 0.05%
4,436
+543
359
$1.42M 0.05%
46,940
-453,519
360
$1.42M 0.05%
41,984
+10,552
361
$1.42M 0.05%
+21,022
362
$1.41M 0.05%
7,381
-195
363
$1.41M 0.05%
27,901
-8,521
364
$1.4M 0.05%
22,169
-1,565
365
$1.4M 0.04%
57,928
+31,772
366
$1.4M 0.04%
16,408
-12,202
367
$1.4M 0.04%
8,549
+508
368
$1.39M 0.04%
2,683
+474
369
$1.39M 0.04%
68,369
+2,490
370
$1.39M 0.04%
+5,883
371
$1.38M 0.04%
21,645
-146
372
$1.38M 0.04%
20,569
-67
373
$1.38M 0.04%
+24,172
374
$1.37M 0.04%
19,156
+450
375
$1.37M 0.04%
6,651
+257
13 14
15
16 17