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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$313K 0.08%
+1,663
302
$308K 0.08%
+10,400
303
$306K 0.08%
+2,897
304
$304K 0.08%
+4,508
305
$304K 0.08%
4,881
+325
306
$300K 0.08%
+4,628
307
$299K 0.08%
7,642
+1,015
308
$299K 0.08%
+9,528
309
$295K 0.07%
5,716
+665
310
$294K 0.07%
+10,553
311
$294K 0.07%
4,764
-360
312
$294K 0.07%
1,853
-35
313
$293K 0.07%
+7,176
314
$287K 0.07%
4,940
-180
315
$286K 0.07%
+7,873
316
$286K 0.07%
22,270
-1,000
317
$285K 0.07%
+5,234
318
$285K 0.07%
5,147
-1,475
319
$285K 0.07%
21,902
+5,448
320
$282K 0.07%
23,280
-4,488
321
$280K 0.07%
1,639
-578
322
$278K 0.07%
6,235
+475
323
$276K 0.07%
6,954
-63
324
$276K 0.07%
+31,700
325
$276K 0.07%
+5,657
11 12
13
14 15