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
951
$247K 0.01%
10,893
-273
952
$246K 0.01%
1,700
-187
953
$246K 0.01%
+7,435
954
$245K 0.01%
+9,670
955
$245K 0.01%
7,861
-785
956
$244K 0.01%
9,578
-658
957
$243K 0.01%
1,647
-468
958
$243K 0.01%
+9,969
959
$243K 0.01%
5,254
-204
960
$243K 0.01%
2,293
961
$243K 0.01%
+2,032
962
$241K 0.01%
+2,795
963
$241K 0.01%
18,090
964
$241K 0.01%
+4,047
965
$241K 0.01%
1,462
+23
966
$239K 0.01%
+7,522
967
$237K 0.01%
+7,081
968
$237K 0.01%
17,730
-1,968
969
$236K 0.01%
+3,388
970
$236K 0.01%
652
971
$235K 0.01%
4,356
972
$235K 0.01%
1,952
+92
973
$235K 0.01%
2,564
+204
974
$234K 0.01%
6,893
975
$234K 0.01%
+1,182
37 38
39
40 41