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
901
$239K 0.01%
+8,646
902
$238K 0.01%
5,458
-45
903
$238K 0.01%
2,586
-339
904
$238K 0.01%
+4,356
905
$234K 0.01%
5,084
+1
906
$234K 0.01%
+6,179
907
$234K 0.01%
9,334
-1,710
908
$234K 0.01%
9,170
-4,415
909
$234K 0.01%
693
-141
910
$233K 0.01%
+5,063
911
$232K 0.01%
3,888
-62
912
$232K 0.01%
9,734
+14
913
$230K 0.01%
929
-19
914
$230K 0.01%
2,020
-212
915
$229K 0.01%
3,706
-1,022
916
$229K 0.01%
+12,456
917
$228K 0.01%
10,606
+612
918
$228K 0.01%
627
-586
919
$227K 0.01%
6,893
920
$227K 0.01%
+2,360
921
$226K 0.01%
+2,484
922
$225K 0.01%
6,193
923
$224K 0.01%
+2,489
924
$224K 0.01%
+3,305
925
$224K 0.01%
+5,711
35 36
37
38 39