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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$724K 0.1%
48,324
+1,887
252
$724K 0.1%
24,082
-127
253
$718K 0.09%
6,533
-1,467
254
$715K 0.09%
17,506
+809
255
$706K 0.09%
32,940
+22,778
256
$694K 0.09%
13,718
+5,574
257
$691K 0.09%
21,975
+827
258
$682K 0.09%
22,196
+181
259
$679K 0.09%
19,357
+2,738
260
$673K 0.09%
20,196
+300
261
$669K 0.09%
4,870
+160
262
$661K 0.09%
8,489
-2,272
263
$659K 0.09%
7,669
-619
264
$652K 0.09%
172,833
265
$649K 0.09%
4,100
266
$641K 0.08%
14,391
+191
267
$640K 0.08%
5,908
+1,232
268
$635K 0.08%
5,097
-1,769
269
$634K 0.08%
5,636
+3,119
270
$614K 0.08%
40,503
+3,507
271
$613K 0.08%
5,733
-1,005
272
$608K 0.08%
8,237
+307
273
$605K 0.08%
3,324
+521
274
$603K 0.08%
6,361
-3,374
275
$603K 0.08%
39,376
-2,707
9 10
11
12 13