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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.81M 0.08%
+7,872
252
$1.78M 0.08%
67,084
+102
253
$1.77M 0.08%
111,519
+6,220
254
$1.77M 0.08%
86,539
+1,662
255
$1.76M 0.08%
+109,320
256
$1.75M 0.08%
36,911
-10,738
257
$1.75M 0.08%
155,069
258
$1.72M 0.08%
93,462
+466
259
$1.72M 0.08%
24,328
260
$1.71M 0.08%
47,980
+582
261
$1.7M 0.08%
33,563
-630
262
$1.69M 0.08%
35,349
+26,212
263
$1.69M 0.08%
15,557
-1,945
264
$1.69M 0.08%
23,407
+8
265
$1.69M 0.08%
52,092
-5,379
266
$1.68M 0.08%
26,498
-3,559
267
$1.68M 0.08%
12,739
-1,284
268
$1.68M 0.08%
4,826
+69
269
$1.67M 0.07%
22,661
-48,743
270
$1.66M 0.07%
50,686
-84
271
$1.65M 0.07%
32,965
+2,051
272
$1.64M 0.07%
35,531
+1,846
273
$1.64M 0.07%
76,100
-951
274
$1.64M 0.07%
35,212
-1,010
275
$1.64M 0.07%
32,997
+19,471
9 10
11
12 13