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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$602K 0.08%
4,695
-1,626
277
$600K 0.08%
6,373
+2,750
278
$599K 0.08%
4,310
+228
279
$598K 0.08%
10,043
+1,664
280
$598K 0.08%
5,233
+29
281
$595K 0.08%
10,480
+2,207
282
$586K 0.08%
3,668
-735
283
$584K 0.08%
11,165
+315
284
$584K 0.08%
26,363
-703
285
$582K 0.08%
9,691
+117
286
$577K 0.08%
2,124
-641
287
$577K 0.08%
40,368
+883
288
$570K 0.08%
5,946
+1,372
289
$568K 0.08%
23,623
+2,066
290
$568K 0.08%
7,058
-548
291
$556K 0.07%
115,360
+41,460
292
$553K 0.07%
14,303
293
$550K 0.07%
20,475
294
$544K 0.07%
6,964
+118
295
$540K 0.07%
75,260
+36,360
296
$539K 0.07%
18,350
297
$532K 0.07%
10,443
-10
298
$530K 0.07%
11,757
-405
299
$529K 0.07%
3,138
-339
300
$527K 0.07%
19,747
+4,851
10 11
12
13 14