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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.93M 0.11%
24,612
+212
227
$1.92M 0.11%
10,071
+579
228
$1.92M 0.11%
33,721
+2,615
229
$1.92M 0.11%
43,563
+3,370
230
$1.92M 0.11%
99,552
+2,065
231
$1.92M 0.11%
+71,036
232
$1.91M 0.11%
24,957
+613
233
$1.9M 0.11%
7,864
+1,246
234
$1.9M 0.11%
23,367
+12,760
235
$1.89M 0.11%
39,929
-383
236
$1.87M 0.11%
137,820
-83
237
$1.86M 0.11%
+12,033
238
$1.84M 0.11%
7,434
-252
239
$1.83M 0.11%
9,398
+1,428
240
$1.83M 0.11%
86,545
+1,513
241
$1.81M 0.11%
8,682
-406
242
$1.8M 0.11%
112,195
+15,771
243
$1.79M 0.11%
9,251
+934
244
$1.78M 0.11%
+112,785
245
$1.75M 0.1%
7,225
+6,145
246
$1.74M 0.1%
19,367
+962
247
$1.74M 0.1%
22,383
+4
248
$1.71M 0.1%
1,949
+141
249
$1.71M 0.1%
20,611
+1,228
250
$1.7M 0.1%
21,596
+330
8 9
10
11 12