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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$504K 0.07%
3,935
+219
277
$499K 0.07%
8,954
+4,324
278
$498K 0.07%
8,426
-268
279
$488K 0.07%
9,101
-300
280
$485K 0.07%
2,701
+290
281
$478K 0.07%
8,009
282
$475K 0.07%
6,264
+28
283
$472K 0.07%
6,264
+928
284
$472K 0.07%
49,407
+620
285
$471K 0.07%
9,253
-528
286
$470K 0.07%
9,752
+217
287
$465K 0.07%
+3,500
288
$461K 0.07%
10,729
-984
289
$461K 0.07%
12,999
+4,216
290
$450K 0.07%
24,506
291
$445K 0.07%
11,252
+4
292
$444K 0.07%
+19,801
293
$441K 0.07%
4,006
+776
294
$440K 0.07%
18,215
+812
295
$432K 0.06%
8,350
+212
296
$421K 0.06%
16,415
+1,360
297
$421K 0.06%
9,276
+52
298
$421K 0.06%
21,962
299
$416K 0.06%
5,416
-126
300
$412K 0.06%
14,250
+3,100
10 11
12
13 14