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
726
$393K 0.01%
1,624
-53
727
$392K 0.01%
1,998
-726
728
$392K 0.01%
2,525
-42
729
$392K 0.01%
+5,635
730
$389K 0.01%
+1,593
731
$387K 0.01%
11,176
+2,000
732
$387K 0.01%
13,669
733
$387K 0.01%
+14,329
734
$386K 0.01%
6,062
-25,817
735
$385K 0.01%
12,229
+2,244
736
$383K 0.01%
9,433
-1,200
737
$383K 0.01%
+6,867
738
$383K 0.01%
5,792
-128
739
$380K 0.01%
3,225
-18
740
$379K 0.01%
3,534
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741
$379K 0.01%
14,005
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742
$379K 0.01%
2,902
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743
$379K 0.01%
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744
$379K 0.01%
5,541
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745
$375K 0.01%
14,816
-14,102
746
$374K 0.01%
10,104
+452
747
$374K 0.01%
8,780
-2,107
748
$371K 0.01%
9,378
-191
749
$370K 0.01%
7,169
-1,137
750
$369K 0.01%
3,651
28 29
30
31 32