MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.13M 0.08%
11,978
-668
277
$1.13M 0.08%
7,430
+420
278
$1.12M 0.08%
26,878
-3,018
279
$1.12M 0.08%
27,511
+2,931
280
$1.12M 0.08%
5,738
281
$1.11M 0.08%
33,465
+11,918
282
$1.1M 0.08%
77,355
+11,523
283
$1.09M 0.08%
23,446
-1,003
284
$1.09M 0.08%
9,003
+1,542
285
$1.08M 0.08%
10,776
-393
286
$1.08M 0.08%
11,747
-199
287
$1.08M 0.08%
8,065
-1,098
288
$1.07M 0.08%
38,336
289
$1.07M 0.08%
30,576
-8,370
290
$1.05M 0.08%
11,152
-634
291
$1.05M 0.08%
40,670
292
$1.05M 0.08%
60,740
293
$1.05M 0.08%
6,093
-669
294
$1.03M 0.08%
+9,101
295
$1.03M 0.08%
4,579
+114
296
$1.03M 0.08%
27,620
+1,259
297
$1.02M 0.08%
6,075
-1,716
298
$1.02M 0.08%
+5,579
299
$1.02M 0.08%
457
+4
300
$1.02M 0.08%
19,626
+2,823
10 11
12
13 14