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
851
$312K 0.01%
556
+6
852
$311K 0.01%
4,212
+1,196
853
$311K 0.01%
7,802
-1,217
854
$310K 0.01%
14,483
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$310K 0.01%
14,600
856
$309K 0.01%
6,838
857
$309K 0.01%
7,273
858
$307K 0.01%
8,162
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859
$307K 0.01%
13,526
+2,955
860
$307K 0.01%
+12,030
861
$306K 0.01%
25,762
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862
$304K 0.01%
12,175
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863
$304K 0.01%
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864
$303K 0.01%
12,591
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865
$301K 0.01%
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866
$299K 0.01%
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$299K 0.01%
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$298K 0.01%
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$298K 0.01%
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871
$297K 0.01%
8,110
872
$297K 0.01%
6,647
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873
$295K 0.01%
+410
874
$295K 0.01%
683
-252
875
$294K 0.01%
6,035
-147
33 34
35
36 37