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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.17M 0.09%
188,378
+7,253
227
$2.17M 0.09%
24,357
+29
228
$2.17M 0.09%
27,262
-6,538
229
$2.16M 0.09%
93,994
+65,676
230
$2.15M 0.09%
57,685
+3,480
231
$2.14M 0.09%
+74,839
232
$2.13M 0.09%
96,311
+12,642
233
$2.12M 0.09%
27,726
-9,856
234
$2.1M 0.09%
33,329
+239
235
$2.1M 0.09%
41,193
+2,466
236
$2.08M 0.09%
40,134
-1,064
237
$2.05M 0.08%
96,306
+9,767
238
$2.04M 0.08%
24,706
+1,606
239
$2.02M 0.08%
27,362
+3,066
240
$2.02M 0.08%
39,744
-726
241
$1.99M 0.08%
22,880
-714
242
$1.99M 0.08%
108,718
-602
243
$1.97M 0.08%
10,205
-138
244
$1.96M 0.08%
58,358
+19,177
245
$1.95M 0.08%
9,764
+40
246
$1.95M 0.08%
113,702
+2,183
247
$1.95M 0.08%
8,714
-558
248
$1.94M 0.08%
67,909
-4,150
249
$1.92M 0.08%
59,813
-4,578
250
$1.91M 0.08%
42,478
+3,200
8 9
10
11 12