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
901
$273K 0.01%
+2,205
902
$273K 0.01%
2,080
-1,503
903
$272K 0.01%
2,164
-4,687
904
$272K 0.01%
9,413
905
$272K 0.01%
1,074
+75
906
$271K 0.01%
+10,962
907
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+6,914
908
$270K 0.01%
2,682
-891
909
$270K 0.01%
+4,686
910
$270K 0.01%
3,184
+1
911
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614
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912
$268K 0.01%
3,549
-448
913
$267K 0.01%
10,408
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914
$267K 0.01%
1,133
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915
$267K 0.01%
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8,630
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918
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920
$264K 0.01%
4,372
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921
$262K 0.01%
5,000
922
$262K 0.01%
5,235
-29,693
923
$262K 0.01%
1,278
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924
$262K 0.01%
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925
$261K 0.01%
48,412
35 36
37
38 39