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
926
$260K 0.01%
8,996
-9,574
927
$260K 0.01%
+9,801
928
$259K 0.01%
+5,028
929
$259K 0.01%
+1,650
930
$259K 0.01%
7,850
931
$258K 0.01%
6,711
-65
932
$258K 0.01%
4,204
-2,230
933
$258K 0.01%
+1,958
934
$258K 0.01%
9,045
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935
$256K 0.01%
13,884
-758
936
$256K 0.01%
10,790
-236
937
$254K 0.01%
2,719
+413
938
$254K 0.01%
732
-15
939
$253K 0.01%
+5,421
940
$253K 0.01%
18,973
+4,350
941
$253K 0.01%
468
942
$252K 0.01%
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943
$251K 0.01%
5,086
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944
$251K 0.01%
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945
$251K 0.01%
5,322
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946
$251K 0.01%
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947
$250K 0.01%
4,678
+166
948
$249K 0.01%
7,673
949
$248K 0.01%
+2,728
950
$247K 0.01%
+4,673
36 37
38
39 40