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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.69M 0.05%
9,417
+2,389
327
$1.66M 0.05%
21,012
+3,151
328
$1.64M 0.05%
14,178
+1,216
329
$1.64M 0.05%
61,454
+428
330
$1.63M 0.05%
43,319
+6,836
331
$1.63M 0.05%
73,679
+15,841
332
$1.63M 0.05%
64,433
+8,387
333
$1.63M 0.05%
17,321
+20
334
$1.62M 0.05%
78,646
+18,599
335
$1.62M 0.05%
51,660
+5,114
336
$1.62M 0.05%
8,120
-344
337
$1.6M 0.05%
8,658
+5,194
338
$1.6M 0.05%
124,445
+822
339
$1.6M 0.05%
47,069
+4,260
340
$1.58M 0.05%
22,624
-1,574
341
$1.57M 0.05%
23,808
+5
342
$1.57M 0.04%
30,776
+4,764
343
$1.56M 0.04%
4,964
+503
344
$1.56M 0.04%
33,470
+1,347
345
$1.55M 0.04%
15,442
+3,855
346
$1.54M 0.04%
2,217
+40
347
$1.52M 0.04%
3,084
-139
348
$1.52M 0.04%
16,492
+2,944
349
$1.52M 0.04%
+61,486
350
$1.51M 0.04%
20,201
-1,575
12 13
14
15 16