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
401
$1.29M 0.04%
6,719
+296
402
$1.29M 0.04%
10,933
403
$1.28M 0.04%
13,794
+1,775
404
$1.28M 0.04%
+40,332
405
$1.27M 0.04%
150,120
406
$1.27M 0.04%
43,420
-4,797
407
$1.26M 0.04%
25,431
+38
408
$1.26M 0.04%
36,034
+4,000
409
$1.25M 0.04%
+30,281
410
$1.25M 0.04%
32,131
+1,924
411
$1.25M 0.04%
49,973
-4,189
412
$1.25M 0.04%
33,800
-4,873
413
$1.25M 0.04%
1,923
-38
414
$1.24M 0.04%
3,951
+1,191
415
$1.23M 0.04%
21,040
-45,055
416
$1.23M 0.04%
32,258
417
$1.23M 0.04%
22,610
+2,370
418
$1.23M 0.04%
85,554
+22,527
419
$1.22M 0.04%
5,913
-23
420
$1.21M 0.04%
43,432
+4,200
421
$1.21M 0.04%
50,572
+30,494
422
$1.21M 0.04%
42,171
-618
423
$1.21M 0.04%
164,692
424
$1.21M 0.04%
6,620
-628
425
$1.21M 0.04%
12,823
-17,473
15 16
17
18 19