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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.16M 0.07%
44,071
+10,657
327
$1.16M 0.07%
10,476
-5,652
328
$1.15M 0.07%
5,867
+93
329
$1.15M 0.07%
13,482
+344
330
$1.15M 0.07%
80,900
+47,740
331
$1.14M 0.07%
+56,828
332
$1.13M 0.07%
9,135
+363
333
$1.13M 0.07%
517
+41
334
$1.13M 0.07%
28,227
+2,970
335
$1.13M 0.07%
4,169
+59
336
$1.11M 0.07%
18,376
-140
337
$1.11M 0.07%
7,488
-499
338
$1.1M 0.07%
49,281
-1,108
339
$1.1M 0.07%
10,206
-900
340
$1.08M 0.06%
2,963
+56
341
$1.07M 0.06%
6,181
+69
342
$1.07M 0.06%
64,500
343
$1.06M 0.06%
60,237
+925
344
$1.06M 0.06%
40,238
-6,638
345
$1.04M 0.06%
+17,872
346
$1.03M 0.06%
38,800
+100
347
$1.03M 0.06%
20,921
+1
348
$1.02M 0.06%
4,110
-10
349
$1.02M 0.06%
+22,840
350
$1.02M 0.06%
9,614
+550
12 13
14
15 16