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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.52M 0.07%
35,398
+943
302
$1.51M 0.07%
7,046
-643
303
$1.5M 0.07%
19,966
-8,657
304
$1.49M 0.07%
143,326
305
$1.48M 0.07%
16,497
+253
306
$1.48M 0.07%
46,414
-1,965
307
$1.47M 0.07%
64,321
-2,587
308
$1.47M 0.07%
+65,504
309
$1.47M 0.07%
103,224
-10,156
310
$1.46M 0.07%
26,699
+780
311
$1.46M 0.07%
+19,479
312
$1.46M 0.07%
35,187
-308
313
$1.46M 0.07%
46,700
-5,186
314
$1.46M 0.07%
58,144
+20,331
315
$1.45M 0.07%
15,911
-1,316
316
$1.43M 0.06%
+19,132
317
$1.43M 0.06%
19,230
+401
318
$1.41M 0.06%
48,189
+116
319
$1.39M 0.06%
135,021
-9,690
320
$1.39M 0.06%
35,558
-1,723
321
$1.39M 0.06%
28,678
+404
322
$1.39M 0.06%
41,847
-3,548
323
$1.38M 0.06%
39,851
-8,870
324
$1.37M 0.06%
50,840
+1,800
325
$1.37M 0.06%
15,542
-1
11 12
13
14 15