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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$627K 0.06%
5,814
+848
327
$626K 0.06%
+7,865
328
$626K 0.06%
3,673
+289
329
$626K 0.06%
17,600
-57,675
330
$625K 0.06%
+13,330
331
$625K 0.06%
11,326
+3,087
332
$624K 0.06%
20,298
+2,000
333
$622K 0.06%
15,954
+3,692
334
$619K 0.06%
8,263
-40,248
335
$617K 0.06%
79,852
+46
336
$613K 0.06%
23,406
+1,184
337
$611K 0.06%
26,215
+4,494
338
$610K 0.06%
42,085
+13
339
$608K 0.06%
21,059
+633
340
$604K 0.06%
8,466
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341
$603K 0.06%
20,676
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342
$599K 0.06%
6,310
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343
$597K 0.06%
12,104
+6,799
344
$595K 0.06%
10,878
+4,269
345
$594K 0.06%
2,706
+518
346
$592K 0.06%
7,723
+1,728
347
$592K 0.06%
+10,779
348
$587K 0.06%
+28,948
349
$583K 0.06%
17,539
+4,269
350
$575K 0.06%
+3,191
12 13
14
15 16