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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.48M 0.09%
21,346
+533
277
$1.46M 0.09%
9,191
-1,501
278
$1.46M 0.09%
27,245
+3,043
279
$1.46M 0.09%
48,304
-8,313
280
$1.46M 0.09%
24,620
-30
281
$1.45M 0.09%
+86,685
282
$1.43M 0.08%
38,900
-795
283
$1.43M 0.08%
9,256
+1,810
284
$1.41M 0.08%
25,015
+2,387
285
$1.4M 0.08%
14,547
+125
286
$1.4M 0.08%
44,980
+5,105
287
$1.39M 0.08%
41,347
+1,670
288
$1.39M 0.08%
13,453
+1,205
289
$1.38M 0.08%
30,699
+14,609
290
$1.38M 0.08%
6,285
+858
291
$1.38M 0.08%
6,935
+232
292
$1.38M 0.08%
25,929
+4,231
293
$1.37M 0.08%
6,211
+192
294
$1.34M 0.08%
13,581
-959
295
$1.33M 0.08%
14,417
-477
296
$1.33M 0.08%
13,463
-70,312
297
$1.32M 0.08%
5,175
-79
298
$1.32M 0.08%
5,395
+856
299
$1.31M 0.08%
18,073
300
$1.31M 0.08%
22,967
+33
10 11
12
13 14