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
826
$292K 0.01%
903
+78
827
$292K 0.01%
2,115
+156
828
$289K 0.01%
4,312
+232
829
$287K 0.01%
7,997
-651
830
$287K 0.01%
1,657
-116
831
$285K 0.01%
8,110
-493
832
$284K 0.01%
11,166
-1,086
833
$284K 0.01%
1,260
+59
834
$282K 0.01%
1,887
+184
835
$281K 0.01%
11,903
-63
836
$281K 0.01%
+2,362
837
$281K 0.01%
14,629
-2,000
838
$280K 0.01%
1,568
-3
839
$280K 0.01%
3,624
-408
840
$280K 0.01%
8,917
-500
841
$278K 0.01%
2,558
+17
842
$277K 0.01%
9,471
+1,447
843
$276K 0.01%
5,657
+9
844
$275K 0.01%
11,534
+69
845
$275K 0.01%
+3,594
846
$274K 0.01%
+11,026
847
$273K 0.01%
6,936
-4,255
848
$273K 0.01%
+1,143
849
$273K 0.01%
+9,171
850
$272K 0.01%
+10,794
32 33
34
35 36