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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$408K 0.06%
+35,415
302
$401K 0.06%
8,768
303
$399K 0.06%
25,845
-1,406
304
$396K 0.06%
7,333
+2,916
305
$395K 0.06%
7,425
+539
306
$392K 0.06%
2,798
+93
307
$390K 0.06%
7,628
+32
308
$386K 0.06%
2,341
+406
309
$385K 0.06%
2,327
+15
310
$383K 0.06%
10,701
+1,730
311
$382K 0.06%
2,753
+200
312
$379K 0.06%
2,357
+121
313
$379K 0.06%
6,712
314
$379K 0.06%
8,252
-319
315
$379K 0.06%
4,166
-947
316
$379K 0.06%
+48,300
317
$377K 0.06%
7,255
318
$377K 0.06%
7,500
319
$377K 0.06%
55,204
-1,305
320
$374K 0.06%
2,904
+218
321
$372K 0.06%
3,580
+245
322
$370K 0.05%
27,899
-1,029
323
$369K 0.05%
+7,896
324
$366K 0.05%
2,160
-10
325
$365K 0.05%
7,540
+220
11 12
13
14 15