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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.36M 0.09%
59,505
227
$2.34M 0.09%
30,209
-64
228
$2.34M 0.09%
78,902
+5,461
229
$2.31M 0.09%
448,156
+2,162
230
$2.29M 0.09%
12,768
+1,279
231
$2.28M 0.09%
12,683
+869
232
$2.26M 0.09%
83,685
+42,564
233
$2.22M 0.08%
120,487
-60,780
234
$2.22M 0.08%
101,929
+5,623
235
$2.2M 0.08%
+58,231
236
$2.2M 0.08%
10,746
+1,524
237
$2.19M 0.08%
124,650
238
$2.18M 0.08%
50,509
+11,660
239
$2.15M 0.08%
42,496
+2,752
240
$2.15M 0.08%
54,918
-2,767
241
$2.12M 0.08%
187,916
-462
242
$2.11M 0.08%
45,010
+2,532
243
$2.11M 0.08%
100,909
+4,598
244
$2.1M 0.08%
26,563
+22,297
245
$2.1M 0.08%
3,037
+229
246
$2.09M 0.08%
24,562
+205
247
$2.08M 0.08%
120,910
-85,406
248
$2.08M 0.08%
86,797
+9,793
249
$2.07M 0.08%
58,618
+260
250
$2.05M 0.08%
14,866
+1,043
8 9
10
11 12