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
$2.87B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$11.5M
3
+$10.5M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$10.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$10.2M

Top Sells

1
+$109M
2
+$51.5M
3
+$14.2M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$10.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$9.23M

Sector Composition

1 Technology 11.24%
2 Financials 6.4%
3 Consumer Discretionary 3.77%
4 Healthcare 3.34%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.89M 0.17%
10,100
+7,740
127
$4.88M 0.17%
+184,684
128
$4.88M 0.17%
84,919
+14,385
129
$4.87M 0.17%
9,531
+19
130
$4.79M 0.17%
61,458
+2,204
131
$4.75M 0.17%
180,298
+28,795
132
$4.73M 0.16%
134,649
-8,700
133
$4.73M 0.16%
255,944
+31,222
134
$4.72M 0.16%
161,608
-38,254
135
$4.72M 0.16%
117,049
+13,789
136
$4.65M 0.16%
83,536
-39,734
137
$4.61M 0.16%
130,259
+64,569
138
$4.6M 0.16%
42,517
-1,415
139
$4.59M 0.16%
88,199
+47,675
140
$4.54M 0.16%
270,289
-13,412
141
$4.48M 0.16%
27,124
+228
142
$4.45M 0.15%
70,264
-703
143
$4.44M 0.15%
27,132
-16,536
144
$4.44M 0.15%
85,135
+3,921
145
$4.36M 0.15%
188,008
+20,107
146
$4.31M 0.15%
229,398
+1,374
147
$4.3M 0.15%
228,364
+759
148
$4.29M 0.15%
185,508
+19,983
149
$4.26M 0.15%
165,430
-18,525
150
$4.18M 0.15%
52,817
+37,977
4 5
6
7 8