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
401
$1.21M 0.04%
28,547
+624
402
$1.2M 0.04%
44,204
-2,629
403
$1.2M 0.04%
7,619
-320
404
$1.19M 0.04%
22,593
-6,154
405
$1.19M 0.04%
7,248
-636
406
$1.18M 0.04%
22,271
+2,111
407
$1.18M 0.04%
11,732
+2,342
408
$1.18M 0.04%
32,258
+1,444
409
$1.17M 0.04%
2,211
+188
410
$1.17M 0.04%
57,283
-4,351
411
$1.17M 0.04%
32,441
-907
412
$1.17M 0.04%
55,052
-71,272
413
$1.16M 0.04%
32,757
+10,080
414
$1.16M 0.04%
6,423
415
$1.15M 0.04%
27,035
-3,740
416
$1.15M 0.04%
15,200
-562
417
$1.13M 0.04%
6,046
-921
418
$1.13M 0.04%
56,086
-8,171
419
$1.13M 0.04%
10,693
+1,777
420
$1.13M 0.04%
15,576
+546
421
$1.12M 0.04%
+73,347
422
$1.12M 0.04%
25,068
423
$1.12M 0.04%
11,205
-251
424
$1.12M 0.04%
48,057
-133
425
$1.12M 0.04%
30,207
+4,221
15 16
17
18 19