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
451
$1.08M 0.03%
3,775
+791
452
$1.08M 0.03%
33,058
+3,337
453
$1.08M 0.03%
47,547
-510
454
$1.08M 0.03%
39,050
455
$1.08M 0.03%
37,112
+7,435
456
$1.07M 0.03%
10,703
-59
457
$1.06M 0.03%
79,971
+5,874
458
$1.05M 0.03%
10,844
+1,672
459
$1.05M 0.03%
8,739
+1,892
460
$1.04M 0.03%
+13,767
461
$1.04M 0.03%
36,625
+4,599
462
$1.03M 0.03%
25,267
+29
463
$1.03M 0.03%
12,058
+186
464
$1.02M 0.03%
134,016
-11,295
465
$1.02M 0.03%
56,750
+8,348
466
$1.02M 0.03%
25,068
467
$1.01M 0.03%
31,678
+17,417
468
$1.01M 0.03%
7,871
-34
469
$999K 0.03%
17,016
+324
470
$994K 0.03%
39,908
+2,330
471
$993K 0.03%
315
-15
472
$992K 0.03%
20,001
+3,105
473
$990K 0.03%
41,728
+3,761
474
$985K 0.03%
+431,912
475
$982K 0.03%
20,710
+462
17 18
19
20 21