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
476
$924K 0.03%
+37,578
477
$923K 0.03%
16,505
+5,790
478
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15,527
-958
479
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7,905
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480
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25,570
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481
$915K 0.03%
21,567
+261
482
$911K 0.03%
+37,967
483
$906K 0.03%
6,517
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484
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3,496
+475
485
$903K 0.03%
74,097
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486
$903K 0.03%
40,043
487
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18,306
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488
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16,692
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489
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20,347
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490
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18,986
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493
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30,485
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494
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32,719
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495
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32,026
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496
$866K 0.03%
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497
$865K 0.03%
28,560
+221
498
$863K 0.03%
12,987
-222
499
$858K 0.03%
6,778
+2,821
500
$855K 0.03%
21,411
+14
18 19
20
21 22