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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$529K 0.13%
+122,100
227
$528K 0.13%
+9,054
228
$525K 0.13%
+6,918
229
$525K 0.13%
8,801
+600
230
$521K 0.13%
5,162
-33
231
$519K 0.13%
6,057
-271
232
$519K 0.13%
6,883
-468
233
$514K 0.13%
+20,138
234
$514K 0.13%
5,079
+2,624
235
$513K 0.13%
11,616
-142
236
$513K 0.13%
6,573
-125
237
$503K 0.13%
15,742
+9,465
238
$494K 0.13%
9,364
+23
239
$485K 0.12%
+8,660
240
$483K 0.12%
3,108
+124
241
$483K 0.12%
6,100
+2,363
242
$481K 0.12%
8,538
+365
243
$474K 0.12%
16,822
-2,382
244
$471K 0.12%
6,088
+620
245
$470K 0.12%
20,536
+8,951
246
$467K 0.12%
+9,760
247
$462K 0.12%
3,041
+1,553
248
$461K 0.12%
+7,428
249
$461K 0.12%
4,794
+1,184
250
$460K 0.12%
+124,200
8 9
10
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