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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$515K 0.07%
+32,359
327
$515K 0.07%
9,135
+34
328
$514K 0.07%
12,162
+4,061
329
$511K 0.07%
3,553
+800
330
$510K 0.07%
8,379
-28,893
331
$504K 0.07%
49,233
+11,505
332
$503K 0.07%
4,676
-13,288
333
$493K 0.06%
6,232
-32
334
$488K 0.06%
8,157
+902
335
$488K 0.06%
26,380
+1,874
336
$485K 0.06%
5,189
+2,786
337
$467K 0.06%
8,273
+940
338
$457K 0.06%
+2,665
339
$456K 0.06%
+7,005
340
$453K 0.06%
8,083
+74
341
$451K 0.06%
28,440
+5,100
342
$450K 0.06%
+13,785
343
$446K 0.06%
4,576
+410
344
$446K 0.06%
14,867
+3,395
345
$442K 0.06%
8,352
+927
346
$440K 0.06%
+2,713
347
$438K 0.06%
2,781
+424
348
$438K 0.06%
+5,027
349
$436K 0.06%
2,379
+52
350
$432K 0.06%
10,986
-266
12 13
14
15 16