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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$395K 0.09%
3,233
277
$393K 0.09%
2,757
278
$391K 0.09%
35,749
-3,842
279
$386K 0.09%
3,035
+530
280
$386K 0.09%
3,624
-194
281
$386K 0.09%
2,317
+709
282
$383K 0.09%
+40,356
283
$381K 0.09%
28,913
+1,007
284
$371K 0.08%
+6,712
285
$371K 0.08%
12,189
+2,661
286
$369K 0.08%
7,789
287
$369K 0.08%
4,845
+328
288
$365K 0.08%
3,076
+1,217
289
$364K 0.08%
8,503
-381
290
$360K 0.08%
7,470
+344
291
$359K 0.08%
7,972
+330
292
$359K 0.08%
17,231
+2,324
293
$359K 0.08%
4,289
+955
294
$356K 0.08%
1,908
295
$355K 0.08%
1,700
+37
296
$354K 0.08%
21,465
+1,226
297
$354K 0.08%
16,973
298
$353K 0.08%
4,780
-40
299
$351K 0.08%
3,171
+287
300
$349K 0.08%
+1,435
10 11
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