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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.8M 0.07%
49,367
+819
277
$1.79M 0.07%
35,640
+318
278
$1.79M 0.07%
10,560
+9,123
279
$1.78M 0.07%
23,167
-513
280
$1.78M 0.07%
27,513
+429
281
$1.77M 0.07%
37,514
-3,190
282
$1.76M 0.07%
36,848
+112
283
$1.75M 0.07%
31,012
+3,048
284
$1.75M 0.07%
12,193
+14
285
$1.74M 0.07%
53,192
-43,529
286
$1.71M 0.06%
124,730
+145
287
$1.69M 0.06%
88,715
+38,720
288
$1.69M 0.06%
29,926
-17
289
$1.68M 0.06%
+34,045
290
$1.68M 0.06%
23,918
-771
291
$1.68M 0.06%
5,205
-219
292
$1.68M 0.06%
85,044
+354
293
$1.68M 0.06%
71,873
-10,661
294
$1.67M 0.06%
49,108
-10,705
295
$1.66M 0.06%
32,890
-96
296
$1.66M 0.06%
31,208
-360
297
$1.66M 0.06%
17,570
+961
298
$1.65M 0.06%
73,542
-11,282
299
$1.64M 0.06%
33,433
+40
300
$1.64M 0.06%
36,794
-192
10 11
12
13 14