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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.37M 0.06%
5,121
+357
327
$1.36M 0.06%
41,327
+12,190
328
$1.36M 0.06%
69,107
+18,285
329
$1.36M 0.06%
61,428
-3,001
330
$1.35M 0.06%
17,418
-260
331
$1.34M 0.06%
16,054
+717
332
$1.34M 0.06%
88,280
333
$1.32M 0.06%
28,278
-4,770
334
$1.32M 0.06%
36,900
-7,780
335
$1.31M 0.06%
3,965
-86
336
$1.31M 0.06%
32,072
+22,066
337
$1.31M 0.06%
39,181
-2,460
338
$1.31M 0.06%
45,183
-599
339
$1.3M 0.06%
132,930
340
$1.3M 0.06%
22,402
-69,387
341
$1.29M 0.06%
22,438
-1,960
342
$1.29M 0.06%
9,724
-200
343
$1.28M 0.06%
57,670
+10,919
344
$1.27M 0.06%
36,645
+945
345
$1.27M 0.06%
12,152
+457
346
$1.27M 0.06%
42,006
+1,051
347
$1.26M 0.06%
5,167
+94
348
$1.26M 0.06%
+25,665
349
$1.26M 0.06%
9,722
-43,841
350
$1.25M 0.06%
41,130
12 13
14
15 16