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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.49M 0.09%
41,725
+1,325
277
$1.48M 0.09%
11,629
-1,020
278
$1.47M 0.09%
27,851
+3,231
279
$1.46M 0.09%
15,488
-657
280
$1.43M 0.08%
14,572
+1,109
281
$1.43M 0.08%
39,148
+23,799
282
$1.43M 0.08%
13,944
+491
283
$1.42M 0.08%
7,076
+141
284
$1.4M 0.08%
39,295
+1,616
285
$1.39M 0.08%
93,070
-5,452
286
$1.38M 0.08%
27,056
-24,739
287
$1.38M 0.08%
8,810
-381
288
$1.37M 0.08%
5,207
+268
289
$1.37M 0.08%
41,014
-333
290
$1.36M 0.08%
18,831
+758
291
$1.36M 0.08%
22,814
-153
292
$1.35M 0.08%
10,812
+1,677
293
$1.33M 0.08%
19,088
+762
294
$1.33M 0.08%
66,424
+9,596
295
$1.33M 0.08%
21,240
-106
296
$1.32M 0.08%
+27,040
297
$1.32M 0.08%
14,903
+486
298
$1.31M 0.08%
22,632
+9,158
299
$1.31M 0.08%
46,487
-4,504
300
$1.31M 0.08%
46,907
+2,200
10 11
12
13 14