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
601
$674K 0.02%
5,464
+10
602
$672K 0.02%
3,065
-437
603
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19,725
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31,340
-23,712
605
$656K 0.02%
40,701
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606
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607
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4,498
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608
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25,714
-4,368
609
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10,107
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612
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424
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614
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615
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1,471
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$623K 0.02%
12,560
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622
$619K 0.02%
28,868
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623
$619K 0.02%
10,003
-1,257
624
$615K 0.02%
2,976
-89
625
$612K 0.02%
10,383
+1,498
23 24
25
26 27