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
376
$1.36M 0.04%
99,390
377
$1.36M 0.04%
67,629
+13,070
378
$1.36M 0.04%
42,548
-62,457
379
$1.36M 0.04%
3,256
-64
380
$1.36M 0.04%
29,982
+2,387
381
$1.35M 0.04%
96,860
-9,080
382
$1.35M 0.04%
34,550
-1,230
383
$1.34M 0.04%
10,506
-2,837
384
$1.33M 0.04%
6,513
-1,034
385
$1.33M 0.04%
7,778
+539
386
$1.32M 0.04%
10,192
387
$1.32M 0.04%
12,034
-1,265
388
$1.32M 0.04%
35,364
-4,840
389
$1.32M 0.04%
162,300
+54,340
390
$1.31M 0.04%
103,079
+29,289
391
$1.31M 0.04%
+61,617
392
$1.31M 0.04%
+14,531
393
$1.31M 0.04%
26,266
-7,562
394
$1.3M 0.04%
+25,503
395
$1.3M 0.04%
+18,222
396
$1.3M 0.04%
+34,433
397
$1.3M 0.04%
4,321
-534
398
$1.29M 0.04%
46,992
+2,788
399
$1.29M 0.04%
17,684
-259,884
400
$1.29M 0.04%
84,070
+5,473
14 15
16
17 18