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
601
$616K 0.02%
25,628
-4,969
602
$615K 0.02%
5,247
+670
603
$615K 0.02%
1,396
+60
604
$613K 0.02%
6,730
-1,015
605
$612K 0.02%
14,392
+8,726
606
$611K 0.02%
3,972
+11
607
$604K 0.02%
23,125
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608
$602K 0.02%
65,381
-9,511
609
$598K 0.02%
5,454
610
$590K 0.02%
138,490
-12,580
611
$589K 0.02%
107,960
-10,010
612
$588K 0.02%
15,799
-1,752
613
$586K 0.02%
11,582
-5,444
614
$583K 0.02%
11,672
+6,901
615
$582K 0.02%
27,702
+150
616
$579K 0.02%
+26,602
617
$579K 0.02%
52,168
-12,982
618
$577K 0.02%
+37,011
619
$573K 0.02%
+21,606
620
$567K 0.02%
+28,231
621
$565K 0.02%
1,220
+212
622
$564K 0.02%
5,485
+997
623
$562K 0.02%
32,743
-4,117
624
$557K 0.02%
14,490
-31
625
$555K 0.02%
+11,603
23 24
25
26 27