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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.28M 0.07%
24,148
+671
302
$1.28M 0.07%
11,549
+301
303
$1.28M 0.07%
54,389
+4,280
304
$1.28M 0.07%
13,602
-388
305
$1.28M 0.07%
30,334
-3,582
306
$1.27M 0.07%
32,880
+828
307
$1.25M 0.07%
33,085
+7,296
308
$1.25M 0.07%
21,020
+179
309
$1.25M 0.07%
89,610
-19,800
310
$1.24M 0.07%
19,241
-1,378
311
$1.24M 0.07%
21,881
+437
312
$1.24M 0.07%
27,554
-26,579
313
$1.24M 0.07%
54,111
+8,566
314
$1.23M 0.07%
63,979
+5,000
315
$1.23M 0.07%
5,874
+15
316
$1.22M 0.07%
521
+3
317
$1.22M 0.07%
7,126
-506
318
$1.22M 0.07%
21,345
-197
319
$1.22M 0.07%
18,736
-95
320
$1.21M 0.07%
20,967
-19,844
321
$1.21M 0.07%
18,915
+2,572
322
$1.2M 0.07%
11,261
+150
323
$1.2M 0.07%
33,132
-3,503
324
$1.2M 0.07%
28,489
-707
325
$1.2M 0.07%
80,900
11 12
13
14 15