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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$676K 0.07%
+13,270
302
$676K 0.07%
10,050
-50
303
$674K 0.07%
9,582
-636
304
$671K 0.07%
2,408
+243
305
$669K 0.07%
8,025
+641
306
$664K 0.07%
3,541
+231
307
$663K 0.07%
14,765
-124,654
308
$662K 0.07%
6,957
-1,434
309
$660K 0.06%
9,420
+380
310
$659K 0.06%
+31,413
311
$659K 0.06%
+20,640
312
$658K 0.06%
33,040
+13,468
313
$656K 0.06%
19,060
314
$655K 0.06%
7,302
-170
315
$645K 0.06%
60,740
316
$641K 0.06%
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317
$641K 0.06%
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318
$640K 0.06%
+2,979
319
$637K 0.06%
58,510
+9,495
320
$637K 0.06%
9,460
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321
$637K 0.06%
12,772
+2,250
322
$634K 0.06%
+18,823
323
$633K 0.06%
5,429
+3,012
324
$629K 0.06%
+3,709
325
$627K 0.06%
61,230
11 12
13
14 15