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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$870K 0.11%
25,796
+1,320
227
$868K 0.11%
+11,946
228
$867K 0.11%
20,791
+5,447
229
$858K 0.11%
3,603
+2,351
230
$851K 0.11%
21,224
231
$849K 0.11%
32,232
+3,821
232
$842K 0.11%
10,761
+1,229
233
$831K 0.11%
12,326
-1,244
234
$825K 0.11%
51,448
+14,960
235
$821K 0.11%
+16,096
236
$821K 0.11%
6,890
-54,843
237
$819K 0.11%
8,048
-30
238
$818K 0.11%
98,200
+2,000
239
$817K 0.11%
+6,099
240
$807K 0.1%
35,662
-1,584
241
$804K 0.1%
6,321
+1,797
242
$804K 0.1%
2,487
+136
243
$795K 0.1%
+16,123
244
$793K 0.1%
8,000
+1,827
245
$783K 0.1%
10,107
246
$779K 0.1%
6,866
+1,708
247
$774K 0.1%
25,257
+669
248
$769K 0.1%
12,671
+3,525
249
$768K 0.1%
79,005
-800
250
$764K 0.1%
29,097
+7,303
8 9
10
11 12