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
926
$223K 0.01%
+6,615
927
$222K 0.01%
+652
928
$222K 0.01%
4,593
-422
929
$222K 0.01%
5,602
-65
930
$222K 0.01%
+5,425
931
$221K 0.01%
8,599
-4,901
932
$220K 0.01%
3,016
-14
933
$220K 0.01%
1,418
-1,088
934
$220K 0.01%
+10,147
935
$219K 0.01%
14,486
+65
936
$219K 0.01%
+1,439
937
$218K 0.01%
+2,293
938
$217K 0.01%
+938
939
$217K 0.01%
21,781
+3,774
940
$216K 0.01%
5,600
+33
941
$216K 0.01%
4,512
+4
942
$213K 0.01%
4,094
-581
943
$213K 0.01%
+3,691
944
$212K 0.01%
15,959
+1,133
945
$212K 0.01%
10,937
-844
946
$211K 0.01%
+14,623
947
$211K 0.01%
+2,346
948
$210K 0.01%
+1,922
949
$209K 0.01%
+9,001
950
$208K 0.01%
+11,614
36 37
38
39 40