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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.7M 0.1%
34,259
+9,442
252
$1.67M 0.1%
12,307
-1,547
253
$1.67M 0.1%
17,431
+81
254
$1.65M 0.1%
42,256
+294
255
$1.63M 0.1%
89,280
+5,659
256
$1.61M 0.1%
+7,369
257
$1.61M 0.1%
21,343
-454
258
$1.61M 0.1%
15,701
+2,099
259
$1.61M 0.1%
12,009
-1,235
260
$1.61M 0.1%
40,400
-275
261
$1.6M 0.1%
4,147
+1,982
262
$1.59M 0.09%
19,331
-104
263
$1.58M 0.09%
7,974
+199
264
$1.57M 0.09%
8,164
+622
265
$1.56M 0.09%
79,783
+1,083
266
$1.55M 0.09%
16,145
-1,337
267
$1.55M 0.09%
62,401
+3,680
268
$1.55M 0.09%
11,057
+39
269
$1.55M 0.09%
9,316
+3,179
270
$1.54M 0.09%
11,831
-7,857
271
$1.54M 0.09%
6,481
+230
272
$1.54M 0.09%
32,062
+1,528
273
$1.52M 0.09%
4,155
+1,003
274
$1.5M 0.09%
98,522
-9,911
275
$1.48M 0.09%
+50,991
9 10
11
12 13