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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.88M 0.11%
24,349
+1,966
227
$1.88M 0.11%
14,930
+2,623
228
$1.87M 0.11%
24,553
-404
229
$1.87M 0.11%
25,638
-1,388
230
$1.87M 0.11%
37,858
+3,599
231
$1.83M 0.11%
40,988
+10,289
232
$1.83M 0.11%
37,832
-3,064
233
$1.83M 0.11%
39,932
+3
234
$1.81M 0.11%
38,224
+23,217
235
$1.81M 0.11%
18,819
+1,388
236
$1.8M 0.11%
85,513
-1,032
237
$1.79M 0.11%
144,600
+6,780
238
$1.78M 0.11%
19,893
+526
239
$1.77M 0.1%
16,831
+1,130
240
$1.77M 0.1%
27,060
-2,490
241
$1.75M 0.1%
6,488
+7
242
$1.74M 0.1%
4,512
+3,297
243
$1.74M 0.1%
36,403
+4,341
244
$1.73M 0.1%
22,875
-9,021
245
$1.69M 0.1%
6,234
+839
246
$1.69M 0.1%
101,065
+11,785
247
$1.68M 0.1%
31,974
-93,334
248
$1.68M 0.1%
55,148
+10,168
249
$1.68M 0.1%
47,231
-27,410
250
$1.66M 0.1%
81,645
+1,862
8 9
10
11 12