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
501
$907K 0.03%
16,730
+5,058
502
$907K 0.03%
12,376
+715
503
$906K 0.03%
13,174
+187
504
$905K 0.03%
52,266
+14,844
505
$905K 0.03%
3,734
+1,231
506
$904K 0.03%
+12,750
507
$903K 0.03%
29,865
-2,489
508
$901K 0.03%
11,733
+474
509
$901K 0.03%
27,448
-1,112
510
$891K 0.03%
15,532
-7,061
511
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+9,325
512
$886K 0.03%
6,802
-1,121
513
$878K 0.03%
36,693
-30,827
514
$877K 0.03%
27,707
-2,778
515
$874K 0.03%
3,428
-692
516
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4,306
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517
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6,906
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518
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29,140
+21,440
519
$865K 0.03%
6,640
-14
520
$859K 0.03%
8,537
+2,193
521
$856K 0.03%
4,333
-119
522
$856K 0.03%
21,888
+6,089
523
$855K 0.03%
36,250
+4,222
524
$851K 0.03%
2,173
+592
525
$848K 0.03%
23,668
+3,346
19 20
21
22 23