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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.86M 0.08%
51,552
-842
227
$2.84M 0.08%
55,661
+16,705
228
$2.83M 0.08%
141,190
-52,983
229
$2.8M 0.08%
55,938
+20,928
230
$2.8M 0.08%
21,730
+508
231
$2.8M 0.08%
35,821
-1,601
232
$2.73M 0.08%
26,437
-504
233
$2.73M 0.08%
10,182
-264
234
$2.7M 0.08%
15,075
+206
235
$2.67M 0.08%
9,233
+2,604
236
$2.65M 0.08%
43,567
+15
237
$2.58M 0.07%
33,904
+5,462
238
$2.55M 0.07%
6,006
+892
239
$2.53M 0.07%
78,181
+12,752
240
$2.53M 0.07%
49,634
-24,474
241
$2.52M 0.07%
86,542
+3,041
242
$2.51M 0.07%
82,901
+7,243
243
$2.5M 0.07%
77,781
+14,152
244
$2.49M 0.07%
19,703
-84
245
$2.49M 0.07%
10,922
+121
246
$2.48M 0.07%
59,485
-2,262
247
$2.47M 0.07%
92,092
-6,972
248
$2.46M 0.07%
29,191
+6,159
249
$2.44M 0.07%
50,028
+30,519
250
$2.37M 0.07%
58,462
-1,147
8 9
10
11 12