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
651
$505K 0.02%
8,317
-160
652
$504K 0.02%
31,066
-4,447
653
$504K 0.02%
20,070
+11,134
654
$494K 0.02%
+1,581
655
$491K 0.02%
7,677
-2,037
656
$490K 0.02%
+21,024
657
$488K 0.02%
3,065
-95
658
$488K 0.02%
20,675
-1,500
659
$487K 0.02%
11,721
-1,300
660
$487K 0.02%
9,468
-623
661
$487K 0.02%
5,723
-4,047
662
$486K 0.02%
771
-133
663
$485K 0.02%
21,933
664
$482K 0.02%
4,289
-39
665
$481K 0.02%
20,784
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666
$481K 0.02%
5,373
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667
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10,242
668
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28,831
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669
$478K 0.02%
+20,078
670
$478K 0.02%
5,523
-54
671
$476K 0.02%
14,262
+1,473
672
$476K 0.02%
4,740
673
$475K 0.02%
628
+7
674
$475K 0.02%
23,328
-2,121
675
$466K 0.02%
16,838
-1,864
25 26
27
28 29