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
776
$393K 0.01%
15,286
+470
777
$391K 0.01%
16,135
-41,898
778
$391K 0.01%
11,198
+496
779
$389K 0.01%
2,409
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780
$387K 0.01%
12,434
-1,235
781
$386K 0.01%
+6,213
782
$383K 0.01%
27,487
-146
783
$382K 0.01%
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784
$379K 0.01%
10,496
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785
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23,172
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786
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9,069
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787
$376K 0.01%
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788
$375K 0.01%
7,165
+1,508
789
$375K 0.01%
2,245
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790
$375K 0.01%
6,220
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$374K 0.01%
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792
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6,276
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$372K 0.01%
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795
$372K 0.01%
4,879
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796
$371K 0.01%
8,426
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$370K 0.01%
4,931
+117
798
$368K 0.01%
20,177
+5,567
799
$366K 0.01%
5,073
-482
800
$366K 0.01%
8,401
+382
30 31
32
33 34