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
1026
$210K 0.01%
+3,291
1027
$208K 0.01%
+4,229
1028
$208K 0.01%
7,699
-1,635
1029
$207K 0.01%
597
-30
1030
$206K 0.01%
+1,105
1031
$206K 0.01%
+1,950
1032
$206K 0.01%
+7,982
1033
$205K 0.01%
8,224
-1,510
1034
$205K 0.01%
6,576
+204
1035
$205K 0.01%
+3,056
1036
$205K 0.01%
6,708
-2,763
1037
$205K 0.01%
+6,903
1038
$204K 0.01%
14,724
-1,235
1039
$204K 0.01%
+7,586
1040
$204K 0.01%
2,279
-935
1041
$204K 0.01%
+1,038
1042
$203K 0.01%
3,417
-274
1043
$202K 0.01%
+5,173
1044
$201K 0.01%
+5,374
1045
$188K 0.01%
10,830
+702
1046
$187K 0.01%
11,585
+51
1047
$184K 0.01%
45,045
+9,564
1048
$176K 0.01%
18,654
1049
$175K 0.01%
86,686
+235
1050
$172K 0.01%
+38,912
40 41
42
43 44