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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$448K 0.06%
7,623
+4,076
327
$446K 0.06%
8,029
+2,125
328
$441K 0.06%
25,121
+5,939
329
$441K 0.06%
15,009
+3,145
330
$440K 0.06%
4,285
+1,082
331
$440K 0.06%
7,660
-423
332
$438K 0.06%
8,963
-7,146
333
$435K 0.06%
8,481
+1,758
334
$434K 0.06%
8,772
+95
335
$433K 0.06%
8,134
+1,570
336
$433K 0.06%
7,610
-547
337
$429K 0.06%
+29,853
338
$427K 0.06%
28,440
339
$422K 0.06%
21,438
340
$418K 0.06%
2,288
-75
341
$417K 0.06%
+5,957
342
$417K 0.06%
9,370
+53
343
$414K 0.05%
4,628
-3,051
344
$413K 0.05%
5,396
-111
345
$413K 0.05%
7,604
346
$412K 0.05%
3,749
+307
347
$412K 0.05%
7,923
-1,706
348
$411K 0.05%
3,530
+1,225
349
$408K 0.05%
3,826
+602
350
$402K 0.05%
13,482
-5,103
12 13
14
15 16