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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$679K 0.09%
8,288
+769
277
$676K 0.09%
22,015
-74
278
$673K 0.09%
6,043
+1,298
279
$672K 0.09%
46,437
+8,798
280
$672K 0.09%
13,007
+8,803
281
$664K 0.09%
5,863
+1,857
282
$662K 0.09%
21,148
283
$661K 0.09%
7,679
+4,840
284
$647K 0.08%
21,512
+12,657
285
$641K 0.08%
202,700
286
$617K 0.08%
7,930
-31
287
$614K 0.08%
7,606
-890
288
$613K 0.08%
19,896
-190
289
$612K 0.08%
29,200
290
$606K 0.08%
6,009
+3,111
291
$606K 0.08%
27,066
+541
292
$600K 0.08%
16,619
+168
293
$587K 0.08%
65,400
+19,800
294
$586K 0.08%
+15,393
295
$584K 0.08%
4,100
+600
296
$584K 0.08%
18,585
-2,646
297
$584K 0.08%
6,738
+2,341
298
$581K 0.08%
8,804
+3,396
299
$581K 0.08%
39,485
+1,036
300
$581K 0.08%
9,574
-371
10 11
12
13 14