MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$610K 0.08%
17,128
+2,104
252
$605K 0.08%
34,587
-4,428
253
$603K 0.08%
5,127
-142
254
$602K 0.08%
6,679
+1,735
255
$600K 0.08%
46,736
+10,453
256
$598K 0.08%
15,116
+944
257
$594K 0.08%
35,633
+2,178
258
$593K 0.08%
7,333
+878
259
$591K 0.08%
8,497
-3,347
260
$586K 0.08%
3,310
-8
261
$583K 0.08%
11,054
+3,808
262
$581K 0.08%
11,784
+2,133
263
$575K 0.08%
+21,478
264
$572K 0.08%
+22,222
265
$569K 0.08%
24,031
+772
266
$566K 0.08%
6,506
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267
$562K 0.08%
40,911
+11,806
268
$551K 0.07%
42,072
+8
269
$550K 0.07%
37,610
+2,101
270
$550K 0.07%
10,156
-1,711
271
$548K 0.07%
4,467
+24
272
$548K 0.07%
20,426
+230
273
$537K 0.07%
9,308
-17,282
274
$536K 0.07%
+56,201
275
$536K 0.07%
6,477
-425
9 10
11
12 13