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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.63M 0.1%
9,732
+1,963
252
$1.62M 0.1%
36,445
+6,952
253
$1.61M 0.1%
28,929
+3,914
254
$1.61M 0.1%
19,564
-1,047
255
$1.61M 0.1%
12,148
+139
256
$1.61M 0.1%
11,079
+1,823
257
$1.59M 0.09%
21,209
-134
258
$1.58M 0.09%
18,171
+1,721
259
$1.58M 0.09%
12,125
+294
260
$1.57M 0.09%
8,149
-15
261
$1.56M 0.09%
5,581
+2,386
262
$1.56M 0.09%
4,898
+1,935
263
$1.56M 0.09%
96,075
+9,390
264
$1.55M 0.09%
7,906
-68
265
$1.55M 0.09%
7,084
+3,669
266
$1.55M 0.09%
36,487
+15,365
267
$1.55M 0.09%
24,117
+6,204
268
$1.54M 0.09%
+13,704
269
$1.54M 0.09%
19,417
+86
270
$1.53M 0.09%
10,445
+1,129
271
$1.5M 0.09%
27,481
+10,352
272
$1.5M 0.09%
15,412
+1,831
273
$1.5M 0.09%
4,321
+166
274
$1.5M 0.09%
65,439
+3,038
275
$1.49M 0.09%
8,193
-489
9 10
11
12 13