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
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$536K 0.07%
+56,201
277
$535K 0.07%
9,818
-11,577
278
$531K 0.07%
68,020
279
$530K 0.07%
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280
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14,241
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281
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+4,966
282
$527K 0.07%
7,472
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283
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284
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285
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286
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24,642
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287
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288
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55,687
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289
$504K 0.07%
79,806
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290
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10,284
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291
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292
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294
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91,060
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295
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296
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-347
297
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5,550
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298
$465K 0.06%
15,804
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299
$463K 0.06%
9,320
-830
300
$461K 0.06%
100,237
-4,944
10 11
12
13 14