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
451
$994K 0.03%
3,893
+660
452
$983K 0.03%
11,375
+998
453
$974K 0.03%
4,120
-206
454
$974K 0.03%
32,354
-492
455
$973K 0.03%
39,834
-26,800
456
$972K 0.03%
1,854
+438
457
$970K 0.03%
29,721
+116
458
$968K 0.03%
20,248
+275
459
$967K 0.03%
10,762
+230
460
$965K 0.03%
15,764
-161
461
$963K 0.03%
11,872
-7,908
462
$962K 0.03%
5,936
-1,063
463
$961K 0.03%
4,452
-552
464
$957K 0.03%
4,545
-162
465
$948K 0.03%
19,342
-726
466
$947K 0.03%
24,205
+4,229
467
$945K 0.03%
7,549
-537
468
$941K 0.03%
7,239
+323
469
$940K 0.03%
28,601
-1,000
470
$939K 0.03%
+4,574
471
$939K 0.03%
25,238
+1,120
472
$933K 0.03%
10,933
+645
473
$932K 0.03%
48,402
+337
474
$927K 0.03%
4,121
-861
475
$926K 0.03%
9,172
-2,102
17 18
19
20 21