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
376
$1.33M 0.05%
4,855
-130
377
$1.33M 0.05%
5,239
-149
378
$1.32M 0.05%
21,791
+1,512
379
$1.32M 0.05%
4,416
-229
380
$1.32M 0.05%
+21,570
381
$1.31M 0.05%
48,491
+23,524
382
$1.31M 0.05%
22,296
+3,852
383
$1.31M 0.05%
13,960
-170
384
$1.31M 0.05%
2,246
+54
385
$1.3M 0.05%
38,362
-3,428
386
$1.29M 0.04%
+75,083
387
$1.28M 0.04%
23,934
+342
388
$1.28M 0.04%
25,393
-4,657
389
$1.28M 0.04%
18,706
+12,309
390
$1.28M 0.04%
+25,028
391
$1.27M 0.04%
27,595
-223,482
392
$1.27M 0.04%
20,636
-1,385
393
$1.26M 0.04%
65,879
+5,855
394
$1.25M 0.04%
26,354
+50
395
$1.25M 0.04%
7,576
+1,585
396
$1.25M 0.04%
10,192
-1,141
397
$1.23M 0.04%
35,360
-2,140
398
$1.23M 0.04%
1,961
-6
399
$1.22M 0.04%
37,833
+1,823
400
$1.21M 0.04%
34,240
-3,384
14 15
16
17 18