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
76
$8.11M 0.26%
90,575
+21,644
77
$8.08M 0.26%
73,138
-7,459
78
$7.98M 0.26%
43,810
+771
79
$7.94M 0.25%
103,619
+11,628
80
$7.79M 0.25%
41,577
+33,958
81
$7.76M 0.25%
178,074
+63,887
82
$7.67M 0.25%
276,328
+59,742
83
$7.63M 0.24%
339,879
+55,699
84
$7.56M 0.24%
146,437
+15,248
85
$7.52M 0.24%
20,528
+489
86
$7.42M 0.24%
43,828
+24
87
$7.24M 0.23%
49,003
+1,323
88
$7.2M 0.23%
157,814
+12,689
89
$7.04M 0.23%
167,122
-5,725
90
$6.96M 0.22%
55,250
-714
91
$6.88M 0.22%
182,957
-1,430
92
$6.83M 0.22%
15,021
+1,927
93
$6.77M 0.22%
162,244
+90,351
94
$6.6M 0.21%
69,733
+12,771
95
$6.59M 0.21%
273,186
+27,952
96
$6.47M 0.21%
105,562
+22,026
97
$6.46M 0.21%
19,160
+410
98
$6.32M 0.2%
35,030
-4,917
99
$6.27M 0.2%
174,902
-87,955
100
$6.26M 0.2%
134,218
+7,902
2 3
4
5 6