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
1001
$220K 0.01%
+12,254
1002
$220K 0.01%
+11,309
1003
$220K 0.01%
+1,058
1004
$219K 0.01%
+1,089
1005
$219K 0.01%
4,893
1006
$216K 0.01%
5,586
-593
1007
$216K 0.01%
+968
1008
$215K 0.01%
11,156
-458
1009
$215K 0.01%
+1,804
1010
$214K 0.01%
12,205
-2,281
1011
$214K 0.01%
+4,780
1012
$214K 0.01%
+2,281
1013
$213K 0.01%
+3,194
1014
$213K 0.01%
+1,436
1015
$213K 0.01%
14,117
-1,559
1016
$213K 0.01%
+2,940
1017
$213K 0.01%
5,788
1018
$213K 0.01%
8,400
-770
1019
$213K 0.01%
8,287
-312
1020
$212K 0.01%
+4,514
1021
$212K 0.01%
+3,098
1022
$212K 0.01%
+5,575
1023
$212K 0.01%
+1,555
1024
$210K 0.01%
10,667
-270
1025
$210K 0.01%
21,210
+8,102
39 40
41
42 43