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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$368K 0.09%
27,906
-2,688
277
$367K 0.09%
4,820
278
$366K 0.09%
16,973
-470
279
$366K 0.09%
7,789
280
$361K 0.09%
5,520
+871
281
$355K 0.09%
2,424
-1,093
282
$355K 0.09%
16,560
-222
283
$353K 0.09%
8,884
+3,281
284
$352K 0.09%
+17,345
285
$346K 0.09%
+5,951
286
$346K 0.09%
3,789
-595
287
$343K 0.09%
+2,505
288
$338K 0.09%
6,842
-5,951
289
$332K 0.08%
3,181
+1,016
290
$331K 0.08%
8,766
-415
291
$331K 0.08%
14,907
+5,339
292
$331K 0.08%
+2,800
293
$331K 0.08%
20,239
294
$329K 0.08%
7,126
-173
295
$327K 0.08%
29,325
+1,065
296
$326K 0.08%
+21,569
297
$325K 0.08%
10,873
-1,150
298
$319K 0.08%
6,807
-4,595
299
$314K 0.08%
+7,600
300
$314K 0.08%
4,517
+1,036
10 11
12
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