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
551
$799K 0.03%
17,681
-22,064
552
$795K 0.03%
5,173
-147
553
$794K 0.03%
16,549
-48
554
$792K 0.03%
10,593
-1,215
555
$790K 0.03%
5,990
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556
$790K 0.03%
4,839
-4,347
557
$789K 0.03%
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558
$788K 0.03%
5,794
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559
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34,084
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560
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40,000
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561
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215
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562
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5,440
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563
$774K 0.02%
1,883
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564
$773K 0.02%
6,148
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565
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20,302
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11,347
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567
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568
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569
$762K 0.02%
4,501
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570
$761K 0.02%
+35,611
571
$761K 0.02%
23,277
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572
$757K 0.02%
6,732
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573
$757K 0.02%
25,135
+6,836
574
$753K 0.02%
15,909
+646
575
$752K 0.02%
28,183
+440
21 22
23
24 25