MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.02M 0.08%
11,100
+773
302
$1.02M 0.08%
30,868
-8,880
303
$1.01M 0.08%
8,521
-377
304
$1.01M 0.08%
132,040
+22,000
305
$1.01M 0.08%
2,829
-85
306
$1M 0.07%
22,096
+5,849
307
$1M 0.07%
73,129
+2,106
308
$999K 0.07%
19,547
-1,084
309
$994K 0.07%
27,335
310
$990K 0.07%
19,594
-3,745
311
$984K 0.07%
21,131
+202
312
$980K 0.07%
15,954
+306
313
$975K 0.07%
18,866
-479
314
$967K 0.07%
31,539
-2,291
315
$967K 0.07%
8,125
-9,421
316
$957K 0.07%
71,900
+13,390
317
$956K 0.07%
87,656
318
$954K 0.07%
15,178
+556
319
$953K 0.07%
6,702
+150
320
$949K 0.07%
18,597
+1,812
321
$944K 0.07%
+19,358
322
$943K 0.07%
21,673
+1,375
323
$938K 0.07%
6,834
+2,058
324
$933K 0.07%
61,610
+11,830
325
$933K 0.07%
2,637
+114
11 12
13
14 15