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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.12M 0.06%
30,506
+3,233
277
$2.07M 0.06%
15,970
+1,211
278
$2.06M 0.06%
18,741
-386
279
$2.05M 0.06%
78,095
+9,395
280
$2.04M 0.06%
33,013
+14,086
281
$2.02M 0.06%
+41,707
282
$1.99M 0.06%
40,130
-986
283
$1.98M 0.06%
20,153
-99
284
$1.96M 0.06%
12,065
-1,815
285
$1.96M 0.06%
65,150
+500
286
$1.96M 0.06%
4,134
+350
287
$1.95M 0.06%
874
+53
288
$1.93M 0.06%
23,880
+5,276
289
$1.93M 0.06%
+87,134
290
$1.93M 0.06%
34,421
-2,272
291
$1.92M 0.05%
41,507
+3,410
292
$1.9M 0.05%
6,463
-249
293
$1.89M 0.05%
10,631
+690
294
$1.88M 0.05%
53,620
+1,729
295
$1.87M 0.05%
18,156
-3,917
296
$1.87M 0.05%
63,625
+5,853
297
$1.86M 0.05%
14,118
-13,025
298
$1.85M 0.05%
9,409
+3,121
299
$1.84M 0.05%
57,379
+5,878
300
$1.83M 0.05%
16,980
+640
10 11
12
13 14