MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+7.41%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$3.12B
AUM Growth
+$244M
(+8.5%)
Cap. Flow
+$72.9M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
1,144
New
141
Increased
486
Reduced
380
Closed
66
Top Buys
| 1 |
Eli Lilly
LLY
|
+$39.1M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$19.3M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$7.8M |
| 4 |
Apple
AAPL
|
+$7.61M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.36M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$19M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
+$13.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$9.31M |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$8.52M |
| 5 |
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% |
