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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$762K 0.1%
5,778
+1,806
252
$758K 0.1%
14,924
+462
253
$758K 0.1%
184,720
+28,440
254
$758K 0.1%
200,560
255
$753K 0.1%
9,185
+6,248
256
$751K 0.1%
+19,343
257
$743K 0.1%
14,200
-1,486
258
$742K 0.1%
24,209
-344
259
$734K 0.1%
+13,864
260
$732K 0.1%
+21,091
261
$731K 0.1%
2,765
+451
262
$729K 0.09%
389
+5
263
$727K 0.09%
+18,096
264
$726K 0.09%
16,109
+974
265
$725K 0.09%
42,083
+1,680
266
$725K 0.09%
4,152
-164
267
$717K 0.09%
11,515
-14,329
268
$717K 0.09%
34,820
-240
269
$716K 0.09%
16,697
+977
270
$702K 0.09%
+6,517
271
$699K 0.09%
9,302
272
$693K 0.09%
4,403
-14,509
273
$690K 0.09%
12,572
-789
274
$688K 0.09%
14,770
+6,518
275
$683K 0.09%
+4,710
9 10
11
12 13