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
551
$710K 0.02%
5,523
-710
552
$710K 0.02%
3,502
+1,324
553
$709K 0.02%
12,924
-681
554
$706K 0.02%
11,699
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555
$702K 0.02%
5,928
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556
$701K 0.02%
34,440
-2,820
557
$700K 0.02%
9,793
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558
$700K 0.02%
6,119
-267
559
$691K 0.02%
4,101
+1,910
560
$690K 0.02%
2,263
-27
561
$689K 0.02%
5,380
-61
562
$688K 0.02%
34,467
+6,392
563
$688K 0.02%
22,425
-3,143
564
$688K 0.02%
4,765
-17
565
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567
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17,919
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568
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5,101
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569
$677K 0.02%
6,509
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570
$676K 0.02%
3,867
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571
$675K 0.02%
9,616
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572
$674K 0.02%
12,853
-2,264
573
$669K 0.02%
20,382
+3,751
574
$667K 0.02%
2,545
-51
575
$666K 0.02%
43,537
+1,582
21 22
23
24 25