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
151
$4.08M 0.13%
10,450
+919
152
$4.08M 0.13%
38,316
+470
153
$3.95M 0.13%
23,349
-38,867
154
$3.92M 0.13%
72,388
-12,531
155
$3.91M 0.13%
25,060
+2,973
156
$3.87M 0.12%
206,578
-21,786
157
$3.86M 0.12%
53,427
+6,123
158
$3.81M 0.12%
36,317
-24,422
159
$3.78M 0.12%
139,077
-21,444
160
$3.77M 0.12%
36,728
-829
161
$3.77M 0.12%
31,549
+4,731
162
$3.73M 0.12%
+161,722
163
$3.69M 0.12%
100,444
+62,611
164
$3.68M 0.12%
115,231
-46,377
165
$3.54M 0.11%
93,357
+9,548
166
$3.52M 0.11%
33,869
-7,717
167
$3.5M 0.11%
27,289
+894
168
$3.5M 0.11%
69,135
+10,560
169
$3.49M 0.11%
69,742
+50,756
170
$3.49M 0.11%
64,194
-20,941
171
$3.49M 0.11%
43,704
+10,133
172
$3.46M 0.11%
37,423
+2,358
173
$3.45M 0.11%
43,879
+3,938
174
$3.44M 0.11%
37,591
+1,673
175
$3.41M 0.11%
46,052
+30,476
5 6
7
8 9