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
951
$208K 0.01%
+4,893
952
$207K 0.01%
+2,189
953
$207K 0.01%
14,377
-924
954
$207K 0.01%
+8,134
955
$206K 0.01%
+8,131
956
$206K 0.01%
+5,788
957
$206K 0.01%
+447
958
$206K 0.01%
+999
959
$205K 0.01%
+7,700
960
$205K 0.01%
+1,860
961
$205K 0.01%
+3,423
962
$204K 0.01%
+7,382
963
$203K 0.01%
+13,873
964
$202K 0.01%
+8,152
965
$201K 0.01%
+2,637
966
$201K 0.01%
+8,471
967
$201K 0.01%
+6,372
968
$200K 0.01%
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969
$176K 0.01%
+13,732
970
$174K 0.01%
10,128
971
$171K 0.01%
86,451
+241
972
$169K 0.01%
18,654
-675
973
$169K 0.01%
10,000
974
$161K 0.01%
13,984
975
$155K 0.01%
31,627
-20,347
37 38
39
40 41