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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.82M 0.05%
5,441
+366
302
$1.82M 0.05%
8,569
-1,006
303
$1.82M 0.05%
37,148
+313
304
$1.81M 0.05%
337,040
-31,050
305
$1.81M 0.05%
43,296
+12,932
306
$1.81M 0.05%
7,771
-58
307
$1.8M 0.05%
36,389
+28,103
308
$1.79M 0.05%
20,541
+498
309
$1.79M 0.05%
17,348
-1,402
310
$1.78M 0.05%
+27,234
311
$1.78M 0.05%
16,872
+2,068
312
$1.77M 0.05%
24,146
-1,115
313
$1.77M 0.05%
7,249
+196
314
$1.75M 0.05%
6,605
-1,654
315
$1.74M 0.05%
8,178
-4,794
316
$1.74M 0.05%
155,684
-5,067
317
$1.74M 0.05%
146,538
-2,655
318
$1.74M 0.05%
38,063
+12,262
319
$1.74M 0.05%
30,179
+17
320
$1.73M 0.05%
+54,538
321
$1.72M 0.05%
15,541
-680
322
$1.71M 0.05%
16,464
-388
323
$1.7M 0.05%
14,934
+881
324
$1.7M 0.05%
+36,211
325
$1.7M 0.05%
41,949
-2,776
11 12
13
14 15