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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$517K 0.07%
4,000
-762
302
$515K 0.07%
4,738
+162
303
$513K 0.07%
+14,628
304
$512K 0.07%
22,681
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305
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8,715
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306
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7,838
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307
$502K 0.07%
2,792
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308
$502K 0.07%
9,135
309
$496K 0.07%
9,606
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310
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32,359
311
$492K 0.07%
26,680
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312
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+6,070
313
$489K 0.06%
4,767
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314
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9,968
-11,324
315
$474K 0.06%
9,991
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316
$473K 0.06%
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318
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319
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320
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3,021
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321
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2,283
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323
$453K 0.06%
42,704
+8
324
$449K 0.06%
1,831
-1,772
325
$449K 0.06%
14,949
+82
11 12
13
14 15