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
51
$10.1M 0.32%
119,812
+4,298
52
$10.1M 0.32%
57,577
+1,879
53
$10M 0.32%
32,853
-8,651
54
$9.98M 0.32%
96,189
+21,210
55
$9.9M 0.32%
53,849
-9,418
56
$9.79M 0.31%
194,271
+60,771
57
$9.73M 0.31%
19,676
+328
58
$9.49M 0.3%
385,732
+141,652
59
$9.4M 0.3%
50,334
-10,137
60
$9.36M 0.3%
76,480
-5,511
61
$9.25M 0.3%
229,047
-1,468
62
$9.24M 0.3%
291,847
+47,201
63
$9.2M 0.3%
187,113
+35,384
64
$9.14M 0.29%
18,104
-184
65
$9.07M 0.29%
55,912
-119
66
$8.78M 0.28%
144,590
+7,740
67
$8.74M 0.28%
145,334
+18,155
68
$8.44M 0.27%
67,182
+2,398
69
$8.28M 0.27%
113,981
+16,915
70
$8.28M 0.27%
101,199
+4,184
71
$8.26M 0.27%
76,676
-696
72
$8.24M 0.26%
46,846
+6,015
73
$8.2M 0.26%
206,861
-24,627
74
$8.18M 0.26%
66,419
+5,167
75
$8.13M 0.26%
184,120
+14,540
1 2
3
4 5