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
676
$466K 0.02%
167,530
-42,970
677
$465K 0.02%
13,475
678
$465K 0.02%
1,127
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679
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681
$455K 0.02%
7,047
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684
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685
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686
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687
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688
$449K 0.02%
10,440
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689
$446K 0.02%
4,227
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690
$445K 0.02%
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695
$437K 0.02%
14,261
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696
$433K 0.02%
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697
$431K 0.02%
11,814
+1,625
698
$431K 0.02%
4,737
+195
699
$429K 0.01%
1,900
+191
700
$427K 0.01%
2,255
-120
26 27
28
29 30