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
101
$6.24M 0.2%
148,708
-56,440
102
$6.19M 0.2%
109,705
+2,294
103
$6.18M 0.2%
30,021
-2,551
104
$5.92M 0.19%
62,677
-24,823
105
$5.82M 0.19%
78,384
+7,110
106
$5.8M 0.19%
20,567
+1,072
107
$5.77M 0.19%
66,590
+5,132
108
$5.75M 0.18%
99,419
+1,255
109
$5.75M 0.18%
89,572
-10,368
110
$5.68M 0.18%
49,436
-15,456
111
$5.59M 0.18%
92,068
+24,858
112
$5.59M 0.18%
24,457
-5,651
113
$5.59M 0.18%
10,659
+559
114
$5.56M 0.18%
167,043
-16,100
115
$5.42M 0.17%
21,708
-1,582
116
$5.42M 0.17%
105,737
+7,647
117
$5.42M 0.17%
99,921
+24,049
118
$5.31M 0.17%
48,710
+522
119
$5.29M 0.17%
300,390
+30,101
120
$5.23M 0.17%
119,939
+2,890
121
$5.23M 0.17%
179,239
-1,059
122
$5.21M 0.17%
18,311
-1,536
123
$5.2M 0.17%
239,251
+8,214
124
$5.19M 0.17%
24,701
-15,607
125
$5.17M 0.17%
179,663
+14,233
3 4
5
6 7