MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.11%
8,977
-68
227
$1.43M 0.11%
10,776
-6,009
228
$1.43M 0.11%
71,272
229
$1.43M 0.11%
26,030
+3,178
230
$1.42M 0.11%
+20,502
231
$1.41M 0.11%
104,390
+4,964
232
$1.41M 0.1%
35,536
+17,303
233
$1.41M 0.1%
43,580
-4,000
234
$1.4M 0.1%
54,720
-400
235
$1.4M 0.1%
46,288
-8,550
236
$1.4M 0.1%
17,032
+2,208
237
$1.39M 0.1%
66,093
+147
238
$1.39M 0.1%
+19,181
239
$1.38M 0.1%
11,466
+2,421
240
$1.37M 0.1%
12,948
+519
241
$1.37M 0.1%
22,092
-1,290
242
$1.36M 0.1%
24,980
-3,770
243
$1.34M 0.1%
30,144
+2,890
244
$1.34M 0.1%
27,884
+166
245
$1.33M 0.1%
+65,897
246
$1.32M 0.1%
39,409
-2,261
247
$1.31M 0.1%
69,082
+7,893
248
$1.3M 0.1%
23,211
+4,137
249
$1.3M 0.1%
77,191
+60,109
250
$1.3M 0.1%
1,805
+1,029
8 9
10
11 12