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
1101
– –
-87,246
1102
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-9,001
1103
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-3,594
1104
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-11,008
1105
– –
-5,600
1106
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-2,680
1107
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-4,574
1108
– –
-8,471
1109
– –
-112,850
1110
– –
-39,834
1111
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-164,451
1112
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-5,582
1113
– –
-22,256
1114
– –
-12,038
1115
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-13,873
1116
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-8,134
1117
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-8,491
1118
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-1,546
1119
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-16,505
1120
– –
-5,635
1121
– –
-9,691
1122
– –
-16,058
1123
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-14,379
1124
– –
-585
1125
– –
-19,798
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