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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$332K 0.07%
8,535
-210
302
$332K 0.07%
4,670
-110
303
$331K 0.07%
16,084
-462
304
$330K 0.07%
6,712
-320
305
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5,545
-1,465
306
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6,500
307
$325K 0.06%
7,320
308
$322K 0.06%
4,301
+1,060
309
$322K 0.06%
24,025
+60
310
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8,585
-2,175
311
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16,643
-330
312
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2,347
-9
313
$312K 0.06%
25,240
+2,970
314
$312K 0.06%
+19,600
315
$311K 0.06%
4,702
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316
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317
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11,646
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318
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6,886
-264
319
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1,935
+1,000
320
$306K 0.06%
2,686
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321
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+11,150
322
$305K 0.06%
+28,000
323
$305K 0.06%
2,225
-3,274
324
$305K 0.06%
6,570
-2,090
325
$303K 0.06%
6,953
+49
11 12
13
14 15