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
201
$2.98M 0.1%
25,179
+23,159
202
$2.97M 0.1%
41,956
-156
203
$2.96M 0.09%
69,122
+691
204
$2.92M 0.09%
25,662
+1,809
205
$2.88M 0.09%
102,823
+16,342
206
$2.84M 0.09%
24,218
-3,788
207
$2.84M 0.09%
12,046
+220
208
$2.81M 0.09%
29,052
+1,002
209
$2.79M 0.09%
55,576
+8,875
210
$2.77M 0.09%
11,265
-114
211
$2.72M 0.09%
5,647
+888
212
$2.68M 0.09%
52,846
+11,943
213
$2.66M 0.09%
43,552
214
$2.65M 0.08%
52,158
+5,142
215
$2.65M 0.08%
15,186
+2,242
216
$2.63M 0.08%
45,279
+4,180
217
$2.62M 0.08%
100,902
-83,782
218
$2.62M 0.08%
27,885
+3,345
219
$2.62M 0.08%
115,111
+20,109
220
$2.6M 0.08%
9,010
-79
221
$2.59M 0.08%
13,096
+1,102
222
$2.59M 0.08%
57,841
-1,536
223
$2.57M 0.08%
73,711
+61,482
224
$2.53M 0.08%
161,076
+14,133
225
$2.53M 0.08%
34,560
+6,654
7 8
9
10 11