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
751
$425K 0.01%
+3,864
752
$423K 0.01%
17,069
+6,275
753
$423K 0.01%
6,626
+564
754
$422K 0.01%
10,155
-58
755
$421K 0.01%
+7,397
756
$417K 0.01%
11,127
757
$416K 0.01%
12,885
+1,119
758
$416K 0.01%
+5,568
759
$415K 0.01%
6,301
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760
$414K 0.01%
4,736
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761
$412K 0.01%
5,475
-135
762
$411K 0.01%
23,053
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763
$410K 0.01%
1,581
-319
764
$409K 0.01%
7,617
+448
765
$409K 0.01%
11,029
-147
766
$409K 0.01%
9,479
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$408K 0.01%
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768
$406K 0.01%
729
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769
$404K 0.01%
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770
$403K 0.01%
9,383
-1,873
771
$402K 0.01%
10,373
-4,117
772
$399K 0.01%
2,551
+3
773
$398K 0.01%
16,239
+2,233
774
$396K 0.01%
3,227
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775
$395K 0.01%
39,442
+10
29 30
31
32 33