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
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$418K 0.06%
+7,905
327
$417K 0.06%
+49,015
328
$415K 0.06%
4,943
-902
329
$413K 0.06%
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-7,012
330
$411K 0.06%
2,817
+19
331
$409K 0.06%
2,308
-78
332
$406K 0.06%
81,600
+23,160
333
$404K 0.05%
+14,762
334
$400K 0.05%
8,952
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335
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+10,384
336
$393K 0.05%
4,565
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337
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19,572
-347
338
$387K 0.05%
10,531
-261
339
$386K 0.05%
1,361
+126
340
$385K 0.05%
+17,098
341
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9,188
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342
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343
$383K 0.05%
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344
$382K 0.05%
109,236
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345
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2,188
-47
346
$378K 0.05%
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+28
347
$377K 0.05%
35,000
-21,600
348
$375K 0.05%
3,138
+104
349
$375K 0.05%
10,281
-137
350
$373K 0.05%
2,697
+99
12 13
14
15 16