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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$273K 0.07%
10,896
-5,421
327
$272K 0.07%
+6,730
328
$271K 0.07%
3,681
+583
329
$271K 0.07%
11,335
330
$271K 0.07%
5,371
-239
331
$271K 0.07%
+1,608
332
$269K 0.07%
1,178
-4
333
$269K 0.07%
+3,286
334
$268K 0.07%
+2,884
335
$267K 0.07%
23,113
+2,049
336
$265K 0.07%
+3,652
337
$265K 0.07%
+2,839
338
$263K 0.07%
7,393
-113
339
$259K 0.07%
7,883
+330
340
$258K 0.07%
4,534
-210
341
$257K 0.07%
2,349
+215
342
$256K 0.06%
5,027
-1,739
343
$253K 0.06%
+1,938
344
$251K 0.06%
5,124
345
$246K 0.06%
+4,721
346
$245K 0.06%
+2,106
347
$242K 0.06%
+4,357
348
$242K 0.06%
4,225
+155
349
$242K 0.06%
1,408
-47
350
$235K 0.06%
3,619
12 13
14
15 16