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
851
$272K 0.01%
3,997
-954
852
$271K 0.01%
23,657
-796
853
$271K 0.01%
10,205
854
$269K 0.01%
4,831
855
$267K 0.01%
11,026
+1,286
856
$266K 0.01%
2,294
+205
857
$266K 0.01%
19,698
+4,581
858
$266K 0.01%
5,545
-383
859
$266K 0.01%
+2,680
860
$265K 0.01%
698
-20
861
$265K 0.01%
329
-24
862
$264K 0.01%
5,000
863
$264K 0.01%
+79,514
864
$263K 0.01%
11,436
-4,874
865
$263K 0.01%
+2,213
866
$263K 0.01%
17,461
-1,829
867
$263K 0.01%
10,571
-1,024
868
$262K 0.01%
9,413
869
$262K 0.01%
7,420
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870
$260K 0.01%
14,610
871
$260K 0.01%
+12,524
872
$260K 0.01%
+468
873
$259K 0.01%
1,129
-6
874
$258K 0.01%
7,902
-4,197
875
$258K 0.01%
6,198
-230
33 34
35
36 37