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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$579K 0.08%
18,508
+5,509
302
$576K 0.07%
3,477
+21
303
$575K 0.07%
48,617
+13,202
304
$573K 0.07%
14,303
305
$571K 0.07%
5,204
+1
306
$566K 0.07%
2,839
307
$558K 0.07%
+6,529
308
$556K 0.07%
10,850
-1,002
309
$553K 0.07%
36,996
+11,151
310
$551K 0.07%
+16,890
311
$551K 0.07%
9,965
+1,615
312
$546K 0.07%
4,762
+2,374
313
$545K 0.07%
18,350
+4,100
314
$537K 0.07%
9,629
-449
315
$532K 0.07%
4,082
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316
$532K 0.07%
10,453
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317
$532K 0.07%
+12,557
318
$531K 0.07%
6,846
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319
$530K 0.07%
8,438
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320
$527K 0.07%
21,557
+3,342
321
$527K 0.07%
10,472
+2,972
322
$522K 0.07%
2,803
+102
323
$520K 0.07%
+15,485
324
$517K 0.07%
20,475
-1,200
325
$516K 0.07%
6,029
+1,878
11 12
13
14 15