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
826
$337K 0.01%
8,170
-3,551
827
$337K 0.01%
16,422
-6,906
828
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1,120
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829
$336K 0.01%
4,091
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$334K 0.01%
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831
$333K 0.01%
70,925
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832
$332K 0.01%
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833
$331K 0.01%
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834
$327K 0.01%
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835
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837
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3,402
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838
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839
$322K 0.01%
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840
$321K 0.01%
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$321K 0.01%
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846
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$315K 0.01%
6,936
848
$314K 0.01%
1,008
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849
$313K 0.01%
5,391
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850
$312K 0.01%
3,428
-196
32 33
34
35 36