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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$773K 0.08%
14,232
+1,912
277
$773K 0.08%
32,451
+949
278
$767K 0.08%
107,696
+7,459
279
$766K 0.08%
481
+24
280
$759K 0.07%
38,336
-11,600
281
$753K 0.07%
1,730
+819
282
$752K 0.07%
+13,230
283
$751K 0.07%
26,973
+1,117
284
$746K 0.07%
109,236
285
$744K 0.07%
10,677
+110
286
$743K 0.07%
31,250
+5,620
287
$742K 0.07%
27,278
+3,247
288
$737K 0.07%
9,222
+1,889
289
$726K 0.07%
14,612
+6,943
290
$719K 0.07%
5,550
291
$711K 0.07%
49,834
+2,418
292
$702K 0.07%
+1,125
293
$697K 0.07%
35,090
+503
294
$694K 0.07%
27,646
+15,084
295
$693K 0.07%
4,423
-44
296
$689K 0.07%
70,764
+7,108
297
$687K 0.07%
22,275
-365,623
298
$681K 0.07%
14,514
-4,132
299
$680K 0.07%
+6,210
300
$678K 0.07%
10,271
+5,081
10 11
12
13 14