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
701
$427K 0.01%
+19,006
702
$423K 0.01%
269
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703
$422K 0.01%
19,897
+71
704
$419K 0.01%
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705
$418K 0.01%
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706
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1,017
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707
$411K 0.01%
5,141
-328
708
$410K 0.01%
6,295
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709
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808
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710
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-31
711
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2,548
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712
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3,583
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$403K 0.01%
1,773
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714
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11,127
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715
$401K 0.01%
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716
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717
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719
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15,105
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3,571
-16
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$399K 0.01%
774
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722
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21,309
-5,515
723
$395K 0.01%
34,672
-2,944
724
$393K 0.01%
5,293
+337
725
$393K 0.01%
10,695
-16,903
27 28
29
30 31