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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.64M 0.07%
12,069
-131
277
$1.62M 0.07%
18,269
+10,824
278
$1.62M 0.07%
16,410
-24,022
279
$1.62M 0.07%
19,481
+736
280
$1.61M 0.07%
138,779
+10,650
281
$1.61M 0.07%
130,910
-9,894
282
$1.6M 0.07%
91,737
-4,856
283
$1.59M 0.07%
80,688
+4,540
284
$1.58M 0.07%
10,844
+3,474
285
$1.58M 0.07%
35,441
+1,355
286
$1.58M 0.07%
24,296
+263
287
$1.58M 0.07%
45,089
+7,259
288
$1.57M 0.07%
16,862
-27,292
289
$1.56M 0.07%
41,390
-14,520
290
$1.56M 0.07%
28,626
-3,592
291
$1.55M 0.07%
25,324
+16,343
292
$1.55M 0.07%
6,497
+152
293
$1.55M 0.07%
35,360
-449
294
$1.55M 0.07%
+46,654
295
$1.54M 0.07%
47,254
+7,830
296
$1.54M 0.07%
21,509
-327
297
$1.53M 0.07%
100,543
+5,858
298
$1.53M 0.07%
33,090
299
$1.53M 0.07%
14,852
+47
300
$1.52M 0.07%
9,705
+114
10 11
12
13 14