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
176
$3.4M 0.11%
39,040
+6,853
177
$3.4M 0.11%
19,164
-1,657
178
$3.36M 0.11%
33,819
+49
179
$3.35M 0.11%
+28,899
180
$3.34M 0.11%
+82,602
181
$3.32M 0.11%
159,249
+913
182
$3.31M 0.11%
184,662
+47,644
183
$3.28M 0.11%
77,642
+5,145
184
$3.27M 0.1%
12,820
-267
185
$3.26M 0.1%
30,355
-1,557
186
$3.25M 0.1%
63,056
-10,728
187
$3.25M 0.1%
53,532
-10,603
188
$3.23M 0.1%
42,265
-4,229
189
$3.21M 0.1%
10,661
+387
190
$3.17M 0.1%
5
191
$3.14M 0.1%
97,532
-4,219
192
$3.14M 0.1%
115,341
+29,235
193
$3.11M 0.1%
35,851
-1,300
194
$3.09M 0.1%
+59,344
195
$3.07M 0.1%
89,289
+66,864
196
$3.07M 0.1%
46,964
+883
197
$3.06M 0.1%
36,694
-13,455
198
$3M 0.1%
93,231
-4,840
199
$3M 0.1%
26,427
+6,714
200
$3M 0.1%
50,253
-5,787
6 7
8
9 10