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
476
$982K 0.03%
11,405
+1,272
477
$981K 0.03%
12,883
+1,508
478
$981K 0.03%
35,873
+7,642
479
$978K 0.03%
16,823
-71,376
480
$977K 0.03%
5,347
+1,246
481
$971K 0.03%
9,662
-1,543
482
$970K 0.03%
30,111
-11,639
483
$969K 0.03%
27,148
-5,609
484
$958K 0.03%
37,193
+23,136
485
$955K 0.03%
10,248
+4,525
486
$955K 0.03%
104,577
+374
487
$953K 0.03%
15,071
+5,603
488
$952K 0.03%
19,338
+1,032
489
$942K 0.03%
17,178
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490
$941K 0.03%
8,621
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491
$940K 0.03%
8,909
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492
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7,166
-383
493
$936K 0.03%
81,474
+50,408
494
$923K 0.03%
17,270
-13,941
495
$921K 0.03%
6,327
-190
496
$921K 0.03%
24,849
-721
497
$920K 0.03%
956
-739
498
$918K 0.03%
21,179
+3,370
499
$913K 0.03%
9,321
-1,871
500
$911K 0.03%
9,055
+65
18 19
20
21 22