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
801
$321K 0.01%
2,343
-7
802
$320K 0.01%
4,786
+309
803
$320K 0.01%
8,842
+8
804
$319K 0.01%
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805
$319K 0.01%
9,721
+12
806
$318K 0.01%
12,828
807
$317K 0.01%
4,071
-500
808
$317K 0.01%
6,838
-366
809
$314K 0.01%
5,241
-73
810
$312K 0.01%
23,167
+1,173
811
$309K 0.01%
9,613
-4,906
812
$309K 0.01%
7,325
-1,404
813
$308K 0.01%
3,938
-121
814
$306K 0.01%
+48,412
815
$306K 0.01%
6,182
-73
816
$306K 0.01%
+3,214
817
$304K 0.01%
5,298
-86
818
$304K 0.01%
1,852
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819
$302K 0.01%
14,600
820
$301K 0.01%
+9,019
821
$300K 0.01%
550
+31
822
$297K 0.01%
6,622
+26
823
$297K 0.01%
4,375
824
$296K 0.01%
+16,058
825
$293K 0.01%
7,273
31 32
33
34 35