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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$364K 0.05%
4,341
+976
327
$363K 0.05%
2,292
+67
328
$358K 0.05%
22,278
-1,747
329
$355K 0.05%
8,510
-75
330
$353K 0.05%
4,397
-305
331
$352K 0.05%
4,755
332
$352K 0.05%
7,022
+69
333
$352K 0.05%
4,151
-150
334
$352K 0.05%
5,565
+244
335
$347K 0.05%
3,493
336
$347K 0.05%
5,257
+1,167
337
$347K 0.05%
4,123
-995
338
$346K 0.05%
7,935
-600
339
$346K 0.05%
4,670
340
$345K 0.05%
108,402
+39,500
341
$344K 0.05%
11,204
-5,987
342
$341K 0.05%
15,050
-217
343
$341K 0.05%
11,472
+210
344
$340K 0.05%
16,235
+151
345
$339K 0.05%
5,408
-137
346
$338K 0.05%
5,941
347
$338K 0.05%
2,309
-38
348
$333K 0.05%
6,570
349
$331K 0.05%
37,728
+1,509
350
$324K 0.05%
+8,101
12 13
14
15 16