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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.1%
50,017
+6,070
227
$998K 0.1%
6,904
+1,429
228
$990K 0.1%
49,900
229
$987K 0.1%
35,164
+26,576
230
$986K 0.1%
60,078
+4,391
231
$982K 0.1%
43,725
+2,236
232
$978K 0.1%
27,865
+12,791
233
$959K 0.09%
17,509
+6,455
234
$959K 0.09%
52,043
-34
235
$953K 0.09%
+5,292
236
$935K 0.09%
3,163
+389
237
$932K 0.09%
77,119
+12,503
238
$931K 0.09%
+3,481
239
$925K 0.09%
47,580
240
$918K 0.09%
+14,658
241
$916K 0.09%
16,166
-3,297
242
$905K 0.09%
64,525
+23,614
243
$893K 0.09%
36,656
-10,046
244
$880K 0.09%
17,394
+2,242
245
$866K 0.09%
57,104
+26,776
246
$864K 0.08%
40,954
+5,321
247
$861K 0.08%
12,602
+1,677
248
$855K 0.08%
10,282
+4,099
249
$852K 0.08%
51,614
+4,264
250
$847K 0.08%
5,667
+3,532
8 9
10
11 12