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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.31M 0.08%
29,493
+7,317
302
$1.3M 0.08%
37,679
-1,461
303
$1.29M 0.08%
+29,829
304
$1.28M 0.08%
4,939
+319
305
$1.28M 0.08%
14,084
-11,180
306
$1.27M 0.08%
7,369
-108
307
$1.27M 0.08%
28,098
-7,100
308
$1.27M 0.08%
16,030
+5,040
309
$1.26M 0.07%
18,326
-1,819
310
$1.26M 0.07%
48,129
+1,625
311
$1.25M 0.07%
8,237
-1,202
312
$1.25M 0.07%
44,707
+7,279
313
$1.25M 0.07%
12,342
-8,136
314
$1.24M 0.07%
13,525
+3,079
315
$1.23M 0.07%
16,786
-2,668
316
$1.21M 0.07%
8,310
+640
317
$1.21M 0.07%
10,376
+94
318
$1.21M 0.07%
8,159
-5,322
319
$1.2M 0.07%
17,913
+1,040
320
$1.2M 0.07%
7,268
+125
321
$1.19M 0.07%
7,769
+3,040
322
$1.18M 0.07%
23,700
323
$1.17M 0.07%
2,963
+365
324
$1.17M 0.07%
31,400
+2,000
325
$1.16M 0.07%
+85,395
11 12
13
14 15