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
126
$5.16M 0.17%
220,557
+35,049
127
$5.15M 0.17%
38,112
-2,662
128
$5.11M 0.16%
46,213
+3,696
129
$5.07M 0.16%
26,554
-578
130
$4.98M 0.16%
27,618
-10,142
131
$4.95M 0.16%
97,624
+32,448
132
$4.82M 0.15%
26,886
-238
133
$4.8M 0.15%
61,730
-2,323
134
$4.79M 0.15%
57,356
-6,493
135
$4.71M 0.15%
48,265
+7,978
136
$4.7M 0.15%
26,846
+3,468
137
$4.67M 0.15%
225,621
-3,777
138
$4.64M 0.15%
38,083
+3,993
139
$4.57M 0.15%
35,339
+7,840
140
$4.55M 0.15%
233,368
-22,576
141
$4.53M 0.15%
60,101
+6,549
142
$4.48M 0.14%
47,847
+18,024
143
$4.45M 0.14%
218,550
+12,327
144
$4.29M 0.14%
70,161
+4,618
145
$4.23M 0.14%
70,595
+4,795
146
$4.2M 0.13%
18,672
+14,805
147
$4.19M 0.13%
115,615
-19,034
148
$4.12M 0.13%
45,029
+2,936
149
$4.11M 0.13%
45,418
+2,376
150
$4.09M 0.13%
45,469
+5,503
4 5
6
7 8