MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+13.38%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.34B
AUM Growth
+$191M
(+17%)
Cap. Flow
+$68.3M
Cap. Flow
% of AUM
5.08%
Top 10 Holdings %
Top 10 Hldgs %
21.1%
Holding
769
New
99
Increased
327
Reduced
265
Closed
35
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$8.44M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$7.6M |
| 3 |
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
|
$7.11M |
| 4 |
Adobe
ADBE
|
$6.01M |
| 5 |
ARK Fintech Innovation ETF
ARKF
|
$5.78M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$5.98M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$5.84M |
| 3 |
VanEck Merk Gold Trust
OUNZ
|
$4.77M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.78M |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$3.68M |
Sector Composition
| 1 | Technology | 12.2% |
| 2 | Consumer Discretionary | 5.25% |
| 3 | Financials | 4.49% |
| 4 | Healthcare | 4.18% |
| 5 | Communication Services | 3.86% |
