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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$459K 0.12%
+16,288
252
$459K 0.12%
4,195
-250
253
$455K 0.12%
6,838
+404
254
$451K 0.11%
8,922
255
$447K 0.11%
4,330
+1,121
256
$446K 0.11%
+5,340
257
$438K 0.11%
+31,490
258
$434K 0.11%
+20,200
259
$425K 0.11%
38,335
+10,519
260
$421K 0.11%
+1,908
261
$421K 0.11%
+44,227
262
$419K 0.11%
16,655
263
$413K 0.1%
+2,757
264
$411K 0.1%
3,818
-62
265
$404K 0.1%
15,603
-408
266
$403K 0.1%
+64,507
267
$401K 0.1%
+13,580
268
$400K 0.1%
5,763
+552
269
$397K 0.1%
8,704
+432
270
$397K 0.1%
68,640
+21,280
271
$387K 0.1%
3,223
+441
272
$382K 0.1%
39,591
+548
273
$375K 0.1%
16,215
+700
274
$373K 0.09%
9,849
+3,610
275
$370K 0.09%
3,233
+195
9 10
11
12 13