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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.57M 0.06%
156,069
+1,000
302
$1.56M 0.06%
39,408
+9,970
303
$1.55M 0.06%
45,354
-1,900
304
$1.54M 0.06%
9,459
-246
305
$1.54M 0.06%
15,224
+372
306
$1.53M 0.06%
143,050
+8,029
307
$1.53M 0.06%
14,382
-4,738
308
$1.53M 0.06%
33,393
-1,967
309
$1.53M 0.06%
11,416
-653
310
$1.53M 0.06%
5,339
+218
311
$1.52M 0.06%
12,179
+27
312
$1.52M 0.06%
37,967
-1,393
313
$1.52M 0.06%
46,482
+68
314
$1.52M 0.06%
16,609
+112
315
$1.51M 0.06%
27,964
-6,621
316
$1.51M 0.06%
29,943
-372
317
$1.5M 0.06%
+43,268
318
$1.5M 0.06%
+46,837
319
$1.49M 0.06%
32,986
-2,201
320
$1.48M 0.06%
26,626
-73
321
$1.48M 0.06%
14,449
-1,093
322
$1.48M 0.06%
+182,690
323
$1.48M 0.06%
6,626
+129
324
$1.47M 0.06%
36,990
-4,400
325
$1.46M 0.06%
22,229
+10,102
11 12
13
14 15