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
26
$15.3M 0.49%
93,034
+31,518
27
$15.1M 0.49%
260,474
-16,029
28
$15.1M 0.48%
43,866
-6,898
29
$14.6M 0.47%
576,768
-648
30
$14.4M 0.46%
285,866
-17,363
31
$14.2M 0.46%
90,018
+5,033
32
$14M 0.45%
336,168
-38,235
33
$13.8M 0.44%
169,496
+16,537
34
$13.6M 0.44%
585,332
-39,384
35
$13.5M 0.43%
48,355
+4,852
36
$13M 0.42%
137,133
+4,643
37
$12.5M 0.4%
545,160
+101,700
38
$12.4M 0.4%
201,387
+6,312
39
$12.2M 0.39%
267,307
+17,941
40
$12.1M 0.39%
76,469
+3,954
41
$11.6M 0.37%
88,146
+2,857
42
$11.5M 0.37%
410,875
-9,960
43
$11M 0.35%
352,220
+82,160
44
$10.9M 0.35%
82,600
-5,940
45
$10.4M 0.33%
233,282
+175,693
46
$10.3M 0.33%
14,053
+3,976
47
$10.2M 0.33%
127,677
-2,220
48
$10.2M 0.33%
87,816
+8,966
49
$10.1M 0.32%
26,406
-2,933
50
$10.1M 0.32%
202,898
+10,218
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