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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.3M 0.08%
25,370
-559
302
$1.29M 0.08%
14,180
+655
303
$1.29M 0.08%
6,071
-214
304
$1.27M 0.08%
+24,165
305
$1.26M 0.07%
4,934
-241
306
$1.26M 0.07%
16,011
-775
307
$1.25M 0.07%
48,575
+446
308
$1.24M 0.07%
4,743
+596
309
$1.23M 0.07%
12,341
-1
310
$1.23M 0.07%
519
+2
311
$1.23M 0.07%
8,181
+22
312
$1.23M 0.07%
20,964
+2,889
313
$1.22M 0.07%
6,246
+35
314
$1.22M 0.07%
22,376
+6,324
315
$1.22M 0.07%
7,251
-17
316
$1.21M 0.07%
23,714
+14
317
$1.2M 0.07%
17,772
+6,400
318
$1.18M 0.07%
13,751
+269
319
$1.18M 0.07%
29,660
+1,433
320
$1.17M 0.07%
29,160
-32,193
321
$1.16M 0.07%
18,766
+390
322
$1.16M 0.07%
5,868
+1
323
$1.16M 0.07%
34,465
-7,791
324
$1.16M 0.07%
27,898
-200
325
$1.14M 0.07%
13,410
-674
11 12
13
14 15