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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$691K 0.1%
19,753
227
$686K 0.1%
4,316
+43
228
$686K 0.1%
13,263
+1,530
229
$684K 0.1%
9,302
230
$682K 0.1%
22,089
+227
231
$680K 0.1%
11,921
+471
232
$675K 0.1%
15,720
+562
233
$670K 0.1%
384
-13
234
$660K 0.1%
2,726
+601
235
$660K 0.1%
15,536
-72
236
$659K 0.1%
21,148
237
$658K 0.1%
8,496
-44
238
$641K 0.09%
32,967
-3,395
239
$640K 0.09%
14,303
240
$634K 0.09%
2,351
+80
241
$633K 0.09%
15,135
242
$627K 0.09%
15,344
-183
243
$617K 0.09%
21,127
+5,332
244
$610K 0.09%
7,519
-3,485
245
$604K 0.09%
7,961
+153
246
$603K 0.09%
5,378
+79
247
$603K 0.09%
45,600
+23,800
248
$597K 0.09%
16,451
+1,085
249
$591K 0.09%
11,852
+334
250
$591K 0.09%
26,525
-5,828
8 9
10
11 12