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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$302K 0.06%
11,290
-240
327
$301K 0.06%
2,312
-15
328
$299K 0.06%
5,941
-533
329
$298K 0.06%
2,553
-1,213
330
$297K 0.06%
3,335
+1,059
331
$295K 0.06%
+12,800
332
$294K 0.06%
8,238
-538
333
$293K 0.06%
4,840
-50
334
$291K 0.06%
968
+232
335
$291K 0.06%
8,035
-26,440
336
$290K 0.06%
3,788
+345
337
$289K 0.06%
8,971
-959
338
$288K 0.06%
3,820
+105
339
$287K 0.06%
5,475
-23,759
340
$285K 0.06%
8,783
+900
341
$283K 0.06%
8,189
+1,134
342
$280K 0.06%
25,371
+9,021
343
$278K 0.05%
4,219
+600
344
$277K 0.05%
36,219
-6
345
$276K 0.05%
4,755
346
$274K 0.05%
3,365
-297
347
$273K 0.05%
5,867
-8,250
348
$272K 0.05%
20,280
-6,039
349
$272K 0.05%
5,030
350
$270K 0.05%
3,687
+535
12 13
14
15 16