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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$551K 0.13%
33,348
-4,214
227
$545K 0.12%
16,929
+1,187
228
$544K 0.12%
6,397
+340
229
$543K 0.12%
12,523
+43
230
$539K 0.12%
22,880
+2,344
231
$535K 0.12%
11,710
232
$534K 0.12%
5,126
-36
233
$532K 0.12%
6,273
-300
234
$527K 0.12%
6,701
+601
235
$526K 0.12%
11,190
+6,840
236
$524K 0.12%
8,801
237
$518K 0.12%
20,738
+600
238
$518K 0.12%
6,500
-12,330
239
$511K 0.12%
7,668
+240
240
$509K 0.12%
4,900
+570
241
$499K 0.11%
11,492
-124
242
$498K 0.11%
6,884
+46
243
$496K 0.11%
12,680
-900
244
$492K 0.11%
9,379
-14,775
245
$491K 0.11%
17,615
+1,327
246
$490K 0.11%
9,296
-68
247
$486K 0.11%
35,450
+3,960
248
$485K 0.11%
19,520
+2,175
249
$485K 0.11%
8,711
+173
250
$484K 0.11%
9,676
+754
8 9
10
11 12