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
876
$294K 0.01%
+6,149
877
$292K 0.01%
7,192
-39,098
878
$292K 0.01%
13,440
-9,685
879
$291K 0.01%
+11,676
880
$291K 0.01%
+2,325
881
$290K 0.01%
+26,469
882
$289K 0.01%
+8,017
883
$288K 0.01%
349
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884
$288K 0.01%
8,917
885
$288K 0.01%
4,124
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886
$287K 0.01%
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887
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888
$285K 0.01%
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889
$285K 0.01%
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890
$278K 0.01%
501
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891
$278K 0.01%
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892
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895
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896
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897
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6,198
898
$275K 0.01%
4,224
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899
$274K 0.01%
+1,974
900
$274K 0.01%
2,261
-33
34 35
36
37 38