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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.45M 0.06%
19,224
+1,806
327
$1.45M 0.06%
7,737
+758
328
$1.44M 0.06%
18,848
-633
329
$1.42M 0.06%
28,869
+4,554
330
$1.42M 0.06%
37,200
-3,930
331
$1.42M 0.06%
15,192
-719
332
$1.42M 0.06%
16,220
+6,804
333
$1.42M 0.06%
29,560
-15,082
334
$1.41M 0.06%
67,750
+15,000
335
$1.41M 0.06%
+54,121
336
$1.41M 0.06%
50,661
+38,421
337
$1.38M 0.06%
42,300
-4,400
338
$1.37M 0.06%
18,019
-1,947
339
$1.37M 0.06%
+124,585
340
$1.37M 0.06%
9,859
-985
341
$1.37M 0.06%
32,871
+799
342
$1.35M 0.06%
18,531
-601
343
$1.35M 0.06%
63,341
-980
344
$1.35M 0.06%
27,408
-1,270
345
$1.35M 0.06%
48,505
+316
346
$1.34M 0.05%
4,685
-482
347
$1.33M 0.05%
17,251
+1,197
348
$1.33M 0.05%
88,280
349
$1.32M 0.05%
8,391
+398
350
$1.32M 0.05%
14,051
+209
12 13
14
15 16