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
776
$344K 0.01%
10,702
+1,610
777
$342K 0.01%
747
+15
778
$342K 0.01%
2,522
+268
779
$341K 0.01%
2,654
+236
780
$341K 0.01%
7,769
-726
781
$340K 0.01%
10,397
-582
782
$339K 0.01%
1,699
+125
783
$339K 0.01%
6,754
+2,708
784
$338K 0.01%
20,660
+5,165
785
$338K 0.01%
15,676
-73
786
$337K 0.01%
+8,473
787
$337K 0.01%
14,236
-2,210
788
$336K 0.01%
5,858
789
$335K 0.01%
12,194
-3,368
790
$335K 0.01%
12,244
791
$335K 0.01%
+2,864
792
$333K 0.01%
+52,073
793
$333K 0.01%
11,766
+275
794
$327K 0.01%
4,814
-2,193
795
$325K 0.01%
1,288
+19
796
$324K 0.01%
4,502
+156
797
$323K 0.01%
811
-40
798
$323K 0.01%
1,437
+6
799
$323K 0.01%
+8,794
800
$321K 0.01%
25,246
+1,200
30 31
32
33 34