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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$846K 0.08%
62,920
-1,116
252
$845K 0.08%
5,798
+2,640
253
$844K 0.08%
14,857
+980
254
$839K 0.08%
10,331
+701
255
$837K 0.08%
71,291
+15,090
256
$837K 0.08%
20,929
+1,586
257
$837K 0.08%
2,721
+266
258
$833K 0.08%
9,421
+411
259
$830K 0.08%
68,070
+50
260
$826K 0.08%
32,285
+6,774
261
$824K 0.08%
8,050
+5,537
262
$821K 0.08%
7,109
+1,233
263
$814K 0.08%
10,025
-1,252
264
$809K 0.08%
28,908
-54,699
265
$807K 0.08%
14,662
+90
266
$806K 0.08%
5,413
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267
$806K 0.08%
36,390
+6,820
268
$804K 0.08%
+9,450
269
$798K 0.08%
14,325
+6,518
270
$796K 0.08%
4,755
+72
271
$795K 0.08%
23,249
+6,121
272
$792K 0.08%
21,518
-403
273
$787K 0.08%
60,029
+13,293
274
$784K 0.08%
87,656
275
$782K 0.08%
6,329
+1,036
9 10
11
12 13