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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.36M 0.07%
86,062
+9,032
252
$2.35M 0.07%
37,849
+9,622
253
$2.35M 0.07%
6,436
+105
254
$2.34M 0.07%
2,472
-1,147
255
$2.33M 0.07%
8,566
-1,072
256
$2.32M 0.07%
19,344
-1,690
257
$2.32M 0.07%
7,938
+785
258
$2.3M 0.07%
17,344
+1,654
259
$2.3M 0.07%
106,967
+1,834
260
$2.29M 0.07%
57,392
+407
261
$2.28M 0.07%
53,013
+31
262
$2.28M 0.07%
42,360
+2,576
263
$2.27M 0.07%
75,433
+10,651
264
$2.27M 0.07%
3,268
+321
265
$2.24M 0.06%
23,086
-243
266
$2.23M 0.06%
70,738
+8,349
267
$2.22M 0.06%
21,298
-971
268
$2.21M 0.06%
116,559
-16,333
269
$2.21M 0.06%
20,232
-1,331
270
$2.2M 0.06%
11,079
-1,097
271
$2.19M 0.06%
27,070
+1,648
272
$2.17M 0.06%
71,053
+7,408
273
$2.16M 0.06%
17,996
+898
274
$2.14M 0.06%
7,091
+676
275
$2.14M 0.06%
54,217
+44,352
9 10
11
12 13