MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$932K 0.07%
10,313
-187
327
$928K 0.07%
10,768
-13,612
328
$920K 0.07%
7,941
+3,600
329
$913K 0.07%
6,960
330
$908K 0.07%
64,950
+2,280
331
$897K 0.07%
4,031
+634
332
$897K 0.07%
19,505
+1,770
333
$897K 0.07%
8,736
+264
334
$893K 0.07%
28,523
+474
335
$890K 0.07%
+17,333
336
$886K 0.07%
4,690
-179
337
$882K 0.07%
109,236
338
$882K 0.07%
16,265
+2,474
339
$881K 0.07%
7,875
-384
340
$879K 0.07%
4,523
+940
341
$873K 0.06%
10,880
+4,463
342
$871K 0.06%
2,574
+106
343
$866K 0.06%
5,454
+2,979
344
$850K 0.06%
5,711
+264
345
$850K 0.06%
2,788
+72
346
$850K 0.06%
7,510
+290
347
$849K 0.06%
7,436
-5,140
348
$848K 0.06%
20,960
349
$848K 0.06%
4,701
+101
350
$846K 0.06%
16,987
+3,972
12 13
14
15 16