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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$480K 0.11%
4,341
+146
252
$477K 0.11%
8,155
-899
253
$472K 0.11%
1,532
-9
254
$471K 0.11%
3,529
+1,105
255
$468K 0.11%
2,921
+82
256
$467K 0.11%
8,660
257
$460K 0.1%
9,760
258
$460K 0.1%
5,394
+54
259
$458K 0.1%
6,176
+413
260
$458K 0.1%
+13,036
261
$455K 0.1%
+38,596
262
$452K 0.1%
+7,427
263
$443K 0.1%
3,648
+425
264
$441K 0.1%
121,192
-275,200
265
$440K 0.1%
3,145
+37
266
$439K 0.1%
3,189
+1,421
267
$436K 0.1%
+2,891
268
$425K 0.1%
7,345
+2,464
269
$423K 0.1%
38,239
-96
270
$418K 0.1%
16,655
271
$418K 0.1%
7,455
+1,504
272
$410K 0.09%
+8,745
273
$407K 0.09%
+6,725
274
$403K 0.09%
16,328
+725
275
$403K 0.09%
8,316
-388
9 10
11
12 13