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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.3M 0.1%
13,868
-135
252
$1.3M 0.1%
6,244
-665
253
$1.28M 0.1%
10,899
+2,167
254
$1.28M 0.1%
94,080
-20,060
255
$1.28M 0.1%
6,498
+1,494
256
$1.26M 0.09%
7,168
+1,412
257
$1.26M 0.09%
14,345
-288
258
$1.25M 0.09%
7,854
+1,819
259
$1.25M 0.09%
7,411
-195
260
$1.23M 0.09%
+17,506
261
$1.21M 0.09%
5,551
+581
262
$1.21M 0.09%
14,095
+1,731
263
$1.19M 0.09%
13,019
+2,118
264
$1.19M 0.09%
15,603
+501
265
$1.19M 0.09%
14,618
+1,486
266
$1.18M 0.09%
41,941
-149
267
$1.18M 0.09%
+17,293
268
$1.17M 0.09%
76,411
+7,078
269
$1.17M 0.09%
14,838
-800
270
$1.17M 0.09%
4,787
-75
271
$1.17M 0.09%
5,243
+489
272
$1.15M 0.09%
14,288
-1,332
273
$1.14M 0.09%
53,977
+1,023
274
$1.13M 0.08%
5,332
-317
275
$1.13M 0.08%
43,863
+481
9 10
11
12 13