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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$376K 0.07%
15,055
277
$371K 0.07%
5,336
278
$369K 0.07%
3,725
-1,588
279
$364K 0.07%
5,321
-345
280
$363K 0.07%
2,411
+1,038
281
$360K 0.07%
27,251
+8,323
282
$357K 0.07%
28,928
+9
283
$357K 0.07%
8,138
+16
284
$355K 0.07%
5,542
285
$354K 0.07%
8,571
+1,068
286
$354K 0.07%
3,717
-979
287
$349K 0.07%
2,705
-330
288
$348K 0.07%
56,509
289
$344K 0.07%
7,596
-17,736
290
$343K 0.07%
108,592
-11,400
291
$343K 0.07%
21,460
-12,840
292
$341K 0.07%
2,170
+262
293
$341K 0.07%
102,160
+21,520
294
$336K 0.07%
3,230
+460
295
$335K 0.07%
3,493
-1,919
296
$335K 0.07%
1,774
+289
297
$334K 0.07%
7,255
298
$333K 0.07%
15,267
+154
299
$333K 0.07%
+11,262
300
$332K 0.07%
8,768
+1,100
10 11
12
13 14