MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
-0.51%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.69B
AUM Growth
+$3.9M
(+0.23%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
18.42%
Holding
913
New
93
Increased
442
Reduced
264
Closed
53
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$9.83M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$6.45M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$6.04M |
| 4 |
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
|
+$4.64M |
| 5 |
FT Vest US Equity Buffer ETF June
FJUN
|
+$4.46M |
Top Sells
| 1 |
Hartford Multifactor US Equity ETF
ROUS
|
+$10.4M |
| 2 |
Davis Select International ETF
DINT
|
+$10.3M |
| 3 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
+$7.75M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$6.92M |
| 5 |
SPDR SSGA US Sector Rotation ETF
XLSR
|
+$6.38M |
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Consumer Discretionary | 5% |
| 3 | Financials | 4.83% |
| 4 | Communication Services | 4.57% |
| 5 | Healthcare | 3.87% |
