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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.91M 0.08%
47,913
+24,403
252
$1.91M 0.08%
40,704
+5,173
253
$1.9M 0.08%
82,534
+6,434
254
$1.9M 0.08%
8,332
+326
255
$1.9M 0.08%
70,443
+12,299
256
$1.9M 0.08%
7,949
-900
257
$1.9M 0.08%
12,269
-470
258
$1.89M 0.08%
36,401
-2,299
259
$1.89M 0.08%
47,823
-157
260
$1.88M 0.08%
2,808
-87
261
$1.87M 0.08%
102,948
-276
262
$1.87M 0.08%
84,824
-5,128
263
$1.86M 0.08%
9,222
+310
264
$1.86M 0.08%
13,823
+43
265
$1.83M 0.08%
5,046
+220
266
$1.83M 0.08%
4,436
+158
267
$1.82M 0.07%
77,004
+11,500
268
$1.81M 0.07%
48,548
-16,903
269
$1.81M 0.07%
32,727
-836
270
$1.79M 0.07%
36,986
-156
271
$1.79M 0.07%
35,322
+2,325
272
$1.78M 0.07%
+44,442
273
$1.78M 0.07%
71,388
-19,273
274
$1.77M 0.07%
5,424
-37
275
$1.76M 0.07%
25,422
-5,942
9 10
11
12 13