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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$582K 0.09%
12,032
+7,122
252
$580K 0.09%
20,086
+4
253
$580K 0.09%
9,945
+478
254
$575K 0.09%
6,173
255
$572K 0.08%
9,651
-462
256
$571K 0.08%
36,488
+4,242
257
$567K 0.08%
21,794
+4,613
258
$561K 0.08%
10,078
+205
259
$559K 0.08%
4,524
+714
260
$553K 0.08%
38,449
-312
261
$552K 0.08%
3,456
-51
262
$552K 0.08%
6,357
+792
263
$551K 0.08%
9,146
-859
264
$545K 0.08%
2,314
+540
265
$541K 0.08%
7,495
+744
266
$536K 0.08%
3,972
-905
267
$531K 0.08%
2,839
-52
268
$521K 0.08%
5,203
+2
269
$519K 0.08%
37,639
+18,641
270
$519K 0.08%
5,158
-43
271
$518K 0.08%
29,200
+9,600
272
$513K 0.08%
+10,319
273
$513K 0.08%
23,340
-12,060
274
$512K 0.08%
4,745
+1,028
275
$509K 0.08%
21,675
9 10
11
12 13