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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$234K 0.06%
3,753
+98
352
$234K 0.06%
1,859
+167
353
$233K 0.06%
+103,690
354
$230K 0.06%
+8,019
355
$230K 0.06%
+4,047
356
$227K 0.06%
+3,124
357
$224K 0.06%
16,738
+740
358
$223K 0.06%
4,417
359
$222K 0.06%
+4,845
360
$221K 0.06%
2,690
-142
361
$221K 0.06%
6,390
362
$221K 0.06%
8,409
+452
363
$217K 0.06%
3,334
+21
364
$215K 0.05%
+3,070
365
$213K 0.05%
+1,768
366
$213K 0.05%
+2,787
367
$209K 0.05%
9,296
368
$207K 0.05%
10,000
369
$206K 0.05%
6,224
-304
370
$206K 0.05%
+4,350
371
$206K 0.05%
+707
372
$203K 0.05%
+7,424
373
$202K 0.05%
+6,800
374
$201K 0.05%
+5,000
375
$201K 0.05%
+4,000
13 14
15
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