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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.03M 0.08%
5,149
+103
252
$2.02M 0.08%
10,386
+181
253
$2.01M 0.08%
26,140
-181
254
$2.01M 0.08%
38,576
+2,175
255
$1.98M 0.08%
67,350
+46,383
256
$1.96M 0.07%
48,834
+1,011
257
$1.96M 0.07%
29,957
-56,086
258
$1.95M 0.07%
28,255
+17,340
259
$1.95M 0.07%
+58,377
260
$1.94M 0.07%
9,194
-570
261
$1.93M 0.07%
18,641
+3,417
262
$1.93M 0.07%
37,985
-3,208
263
$1.92M 0.07%
30,713
+12,112
264
$1.91M 0.07%
7,808
-141
265
$1.91M 0.07%
11,620
-649
266
$1.9M 0.07%
45,666
+1,095
267
$1.87M 0.07%
4,619
+183
268
$1.85M 0.07%
20,510
-2,370
269
$1.83M 0.07%
5,925
+586
270
$1.83M 0.07%
72,743
+1,355
271
$1.81M 0.07%
8,431
+99
272
$1.81M 0.07%
107,886
-832
273
$1.81M 0.07%
8,492
-222
274
$1.81M 0.07%
103,007
+59
275
$1.81M 0.07%
27,068
-2,261
9 10
11
12 13