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
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1102
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1104
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1105
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1106
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1107
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1108
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1109
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1110
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1111
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1112
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1113
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1114
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1115
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1116
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1117
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1118
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1119
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1120
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1121
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1122
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1123
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1124
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1125
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