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
526
$846K 0.03%
12,626
+266
527
$844K 0.03%
25,101
-3,500
528
$843K 0.03%
33,348
+3,171
529
$841K 0.03%
8,797
-85
530
$841K 0.03%
14,521
+1,597
531
$841K 0.03%
11,626
+507
532
$841K 0.03%
32,230
-489
533
$839K 0.03%
7,594
+2,109
534
$837K 0.03%
11,807
+108
535
$835K 0.03%
7,318
-2,536
536
$834K 0.03%
6,331
+1,084
537
$830K 0.03%
+33,627
538
$829K 0.03%
5,189
+88
539
$824K 0.03%
2,828
+807
540
$822K 0.03%
11,741
+547
541
$821K 0.03%
9,160
+989
542
$821K 0.03%
846
+218
543
$821K 0.03%
21,037
+1,264
544
$820K 0.03%
14,100
+2,800
545
$811K 0.03%
19,301
-812
546
$809K 0.03%
40,043
547
$807K 0.03%
8,344
+2,821
548
$805K 0.03%
17,410
+338
549
$803K 0.03%
3,556
-3,977
550
$802K 0.03%
3,240
+119
20 21
22
23 24