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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.85M 0.1%
36,067
-2,310
227
$1.85M 0.1%
20,303
-690
228
$1.84M 0.1%
71,938
+12,904
229
$1.84M 0.1%
63,358
-18,448
230
$1.83M 0.1%
20,108
+6,573
231
$1.8M 0.1%
23,755
-690
232
$1.8M 0.1%
2,355
-4
233
$1.79M 0.1%
17,042
-99,837
234
$1.77M 0.1%
104,670
+3,379
235
$1.77M 0.1%
23,549
-2,494
236
$1.76M 0.1%
46,389
-24,612
237
$1.76M 0.1%
37,675
-1,086
238
$1.74M 0.1%
9,485
+436
239
$1.73M 0.1%
6,342
-163
240
$1.73M 0.1%
83,417
+1,074
241
$1.73M 0.1%
48,835
-10,913
242
$1.72M 0.1%
20,010
+5,823
243
$1.71M 0.1%
4,788
+228
244
$1.71M 0.1%
66,880
-636
245
$1.66M 0.09%
22,976
+1,151
246
$1.64M 0.09%
145,490
+19,634
247
$1.64M 0.09%
15,993
-1,642
248
$1.64M 0.09%
31,132
-20,873
249
$1.63M 0.09%
6,534
+183
250
$1.61M 0.09%
20,620
+14
8 9
10
11 12