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
876
$257K 0.01%
18,090
-83,380
877
$253K 0.01%
+530
878
$253K 0.01%
1,546
+31
879
$252K 0.01%
+5,510
880
$251K 0.01%
1,221
+35
881
$251K 0.01%
3,881
-662
882
$251K 0.01%
10,195
+542
883
$249K 0.01%
5,582
-16,858
884
$248K 0.01%
2,050
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885
$248K 0.01%
7,850
-2,000
886
$248K 0.01%
909
+13
887
$247K 0.01%
10,236
-1,000
888
$245K 0.01%
1,116
+154
889
$245K 0.01%
+4,709
890
$244K 0.01%
3,257
-2
891
$244K 0.01%
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892
$244K 0.01%
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893
$243K 0.01%
6,776
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894
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3,183
-69
895
$242K 0.01%
7,673
-1,023
896
$241K 0.01%
3,580
-803
897
$241K 0.01%
5,241
-1,615
898
$241K 0.01%
7,165
+190
899
$241K 0.01%
+6,510
900
$241K 0.01%
+1,384
34 35
36
37 38