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
1051
$170K 0.01%
13,984
1052
$168K 0.01%
46,143
-33,371
1053
$166K 0.01%
10,000
1054
$160K 0.01%
20,595
-1,186
1055
$151K ﹤0.01%
+10,444
1056
$145K ﹤0.01%
10,287
1057
$135K ﹤0.01%
+10,128
1058
$130K ﹤0.01%
14,474
+91
1059
$129K ﹤0.01%
+10,930
1060
$109K ﹤0.01%
+18,293
1061
$103K ﹤0.01%
11,364
-100
1062
$80.8K ﹤0.01%
33,370
1063
$69.7K ﹤0.01%
12,875
1064
$66.3K ﹤0.01%
1,746
-197
1065
$66.1K ﹤0.01%
6,847
+2,696
1066
$63.6K ﹤0.01%
11,523
+77
1067
$53.2K ﹤0.01%
10,777
-6,700
1068
$52.6K ﹤0.01%
+16,850
1069
$52.6K ﹤0.01%
33,692
+8,189
1070
$46.3K ﹤0.01%
1,625
+22
1071
$45.7K ﹤0.01%
10,659
-54
1072
$44.5K ﹤0.01%
+10,400
1073
$40.2K ﹤0.01%
20,631
-3,330
1074
$39.9K ﹤0.01%
+15,386
1075
$16.4K ﹤0.01%
+1,991
41 42
43
44 45