MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$187M 6.01%
8,233,590
+847,428
2
$155M 4.98%
296,876
+4,007
3
$116M 3.71%
674,326
+44,374
4
$109M 3.5%
207,440
-17,713
5
$95.9M 3.08%
227,931
+10,409
6
$79.2M 2.54%
188,344
+6,837
7
$48.7M 1.56%
62,598
+50,197
8
$43.6M 1.4%
98,214
+8,350
9
$38.6M 1.24%
80,232
+6,269
10
$34.9M 1.12%
193,726
+5,434
11
$30.7M 0.98%
611,166
-10,432
12
$28.7M 0.92%
110,444
+2,538
13
$28.1M 0.9%
310,840
-30,810
14
$24.4M 0.78%
481,753
+12,925
15
$23.3M 0.75%
154,662
+11,247
16
$22.5M 0.72%
244,767
-61,651
17
$22M 0.7%
105,534
-2,836
18
$21.5M 0.69%
117,903
-37,058
19
$20.7M 0.66%
103,422
-105
20
$20.5M 0.66%
42,224
+2,441
21
$19M 0.61%
116,506
+15,468
22
$18.3M 0.59%
150,869
+2,155
23
$17.5M 0.56%
115,185
+8,114
24
$16.5M 0.53%
168,048
+14,152
25
$15.5M 0.5%
578,163
-13,638
1
2 3 4 5