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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.5M 0.06%
14,501
-10,860
327
$1.5M 0.06%
88,326
+46
328
$1.49M 0.06%
63,609
-30,385
329
$1.48M 0.06%
15,147
+4,692
330
$1.45M 0.06%
139,705
-3,345
331
$1.45M 0.05%
26,052
-574
332
$1.45M 0.05%
42,397
+361
333
$1.44M 0.05%
41,904
-396
334
$1.43M 0.05%
20,073
+2,572
335
$1.42M 0.05%
4,647
-38
336
$1.42M 0.05%
19,104
+1,853
337
$1.42M 0.05%
34,155
+1,284
338
$1.41M 0.05%
22,710
+12,089
339
$1.41M 0.05%
5,697
+152
340
$1.41M 0.05%
38,828
-6,526
341
$1.41M 0.05%
12,336
+920
342
$1.39M 0.05%
16,222
+4,892
343
$1.36M 0.05%
14,525
-450
344
$1.36M 0.05%
38,476
+5,354
345
$1.34M 0.05%
133,001
+71
346
$1.34M 0.05%
17,440
+10,665
347
$1.33M 0.05%
6,410
+54
348
$1.33M 0.05%
57,080
+35,007
349
$1.33M 0.05%
31,238
+15,618
350
$1.33M 0.05%
8,062
+2
12 13
14
15 16