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
426
$1.19M 0.04%
80,129
+6,782
427
$1.19M 0.04%
54,166
-3,117
428
$1.18M 0.04%
35,360
429
$1.18M 0.04%
20,431
+3,594
430
$1.18M 0.04%
15,431
+231
431
$1.18M 0.04%
4,953
432
$1.18M 0.04%
7,289
+1,432
433
$1.17M 0.04%
20,347
434
$1.16M 0.04%
17,164
+1,400
435
$1.16M 0.04%
10,679
-86
436
$1.15M 0.04%
1,984
-227
437
$1.14M 0.04%
23,857
+1,296
438
$1.14M 0.04%
24,047
-2,307
439
$1.14M 0.04%
3,926
+1,663
440
$1.14M 0.04%
+26,582
441
$1.13M 0.04%
4,297
+176
442
$1.13M 0.04%
27,035
443
$1.12M 0.04%
54,247
-27,147
444
$1.12M 0.04%
19,392
+50
445
$1.12M 0.04%
26,332
-2,215
446
$1.12M 0.04%
22,676
-249
447
$1.12M 0.04%
+59,422
448
$1.11M 0.04%
20,009
-2,262
449
$1.1M 0.04%
1,906
+52
450
$1.08M 0.03%
99,110
16 17
18
19 20