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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.63M 0.06%
19,251
+701
302
$1.63M 0.06%
141,305
+538
303
$1.63M 0.06%
127,393
-1,511
304
$1.63M 0.06%
35,906
+385
305
$1.63M 0.06%
47,722
+1,240
306
$1.62M 0.06%
7,381
+755
307
$1.62M 0.06%
9,325
-134
308
$1.61M 0.06%
+43,408
309
$1.6M 0.06%
21,198
+3,179
310
$1.6M 0.06%
7,738
+1
311
$1.6M 0.06%
46,689
-148
312
$1.59M 0.06%
99,777
-4,006
313
$1.58M 0.06%
14,560
-453
314
$1.56M 0.06%
16,829
-9,872
315
$1.56M 0.06%
85,119
-4,954
316
$1.55M 0.06%
18,652
-196
317
$1.55M 0.06%
84,006
-3,794
318
$1.54M 0.06%
+57,886
319
$1.53M 0.06%
27,927
+7,143
320
$1.53M 0.06%
20,040
+8,871
321
$1.53M 0.06%
30,376
-1,838
322
$1.52M 0.06%
72,174
+32,689
323
$1.51M 0.06%
20,802
+1,578
324
$1.51M 0.06%
29,109
+240
325
$1.51M 0.06%
17,368
+1,148
11 12
13
14 15