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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$37M
2 +$10.3M
3 +$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.76M 0.07%
36,736
-175
277
$1.75M 0.07%
23,680
+273
278
$1.72M 0.07%
24,689
+3,180
279
$1.7M 0.07%
90,073
-1,664
280
$1.7M 0.07%
38,849
-14,746
281
$1.69M 0.07%
51,960
-132
282
$1.69M 0.07%
+55,616
283
$1.69M 0.07%
44,571
-518
284
$1.69M 0.07%
26,166
+20,680
285
$1.68M 0.07%
84,690
+4,002
286
$1.68M 0.07%
103,783
+3,240
287
$1.67M 0.07%
87,800
-5,662
288
$1.67M 0.07%
140,767
+1,988
289
$1.64M 0.07%
+57,620
290
$1.64M 0.07%
26,921
+4,260
291
$1.63M 0.07%
16,404
-6
292
$1.63M 0.07%
128,904
-2,006
293
$1.63M 0.07%
31,568
+8,544
294
$1.62M 0.07%
52,494
+10,488
295
$1.62M 0.07%
32,214
-751
296
$1.61M 0.07%
15,013
-544
297
$1.61M 0.07%
35,521
+80
298
$1.59M 0.07%
18,550
+1,688
299
$1.58M 0.07%
18,339
+70
300
$1.58M 0.06%
124,650
-472