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
$265M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$9.38M
2 +$7.94M
3 +$7.77M
4
AAPL icon
Apple
AAPL
+$6.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.93%
2 Technology 7.65%
3 Healthcare 4.97%
4 Industrials 4%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$194K 0.07%
+10,440
277
$190K 0.07%
+17,957
278
$130K 0.05%
+13,864
279
$128K 0.05%
+10,469
280
$106K 0.04%
+10,382
281
$86K 0.03%
+10,502
282
$27K 0.01%
+12,288