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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$444K 0.09%
48,787
252
$436K 0.09%
9,535
253
$433K 0.09%
6,751
-9,269
254
$433K 0.09%
2,125
+210
255
$433K 0.09%
3,304
-891
256
$432K 0.09%
2,891
257
$425K 0.08%
21,675
+2,155
258
$425K 0.08%
+2,236
259
$423K 0.08%
3,810
+102
260
$423K 0.08%
+12,060
261
$419K 0.08%
11,248
-248
262
$418K 0.08%
15,795
+2,269
263
$415K 0.08%
5,565
-2,383
264
$415K 0.08%
21,962
-44,994
265
$412K 0.08%
+24,506
266
$409K 0.08%
11,713
-127,055
267
$404K 0.08%
17,181
+6,326
268
$404K 0.08%
3,716
+139
269
$401K 0.08%
6,236
-1,628
270
$396K 0.08%
+20,525
271
$388K 0.08%
59,281
-16,519
272
$380K 0.07%
17,403
+918
273
$379K 0.07%
5,118
+1,169
274
$376K 0.07%
9,224
-107
275
$376K 0.07%
7,500
+3,500
9 10
11
12 13