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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$349K 0.08%
6,919
+112
302
$347K 0.08%
15,169
-1,046
303
$343K 0.08%
11,275
+722
304
$343K 0.08%
2,809
+9
305
$343K 0.08%
57,920
-10,720
306
$343K 0.08%
5,718
+198
307
$341K 0.08%
7,162
-14
308
$337K 0.08%
6,873
+31
309
$333K 0.08%
5,147
310
$332K 0.08%
29,325
311
$330K 0.08%
3,201
+20
312
$329K 0.08%
8,768
+2
313
$329K 0.08%
2,414
+308
314
$329K 0.08%
10,873
315
$327K 0.07%
16,406
-154
316
$318K 0.07%
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317
$314K 0.07%
1,853
318
$313K 0.07%
4,670
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319
$312K 0.07%
7,320
-280
320
$311K 0.07%
3,555
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321
$307K 0.07%
2,797
-100
322
$303K 0.07%
7,803
-70
323
$303K 0.07%
+8,151
324
$301K 0.07%
+2,219
325
$301K 0.07%
1,659
+20
11 12
13
14 15