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
576
$665K 0.02%
35,056
-5,262
577
$665K 0.02%
2,760
+402
578
$664K 0.02%
6,579
+810
579
$661K 0.02%
8,504
-111
580
$660K 0.02%
15,263
-10,018
581
$654K 0.02%
9,706
-217
582
$650K 0.02%
+22,578
583
$648K 0.02%
16,535
-2,952
584
$644K 0.02%
11,260
+185
585
$633K 0.02%
+27,743
586
$633K 0.02%
26,156
-80
587
$632K 0.02%
4,567
-172
588
$631K 0.02%
10,005
+379
589
$631K 0.02%
37,422
-2,406
590
$630K 0.02%
8,960
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591
$628K 0.02%
3,181
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592
$627K 0.02%
2,021
+48
593
$626K 0.02%
1,732
+205
594
$625K 0.02%
+30,629
595
$624K 0.02%
26,090
+14,557
596
$624K 0.02%
4,204
+594
597
$623K 0.02%
5,405
-6,660
598
$620K 0.02%
+15,015
599
$619K 0.02%
15,125
+7,087
600
$617K 0.02%
4,538
+657
22 23
24
25 26