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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$267K 0.06%
3,619
352
$267K 0.06%
20,520
-1,382
353
$266K 0.06%
6,790
+60
354
$266K 0.06%
1,408
355
$262K 0.06%
19,644
+2,906
356
$261K 0.06%
6,618
-336
357
$260K 0.06%
3,651
-30
358
$260K 0.06%
+2,315
359
$259K 0.06%
15,246
+5,002
360
$257K 0.06%
4,534
361
$253K 0.06%
2,349
362
$252K 0.06%
5,372
+1
363
$248K 0.06%
+8,398
364
$246K 0.06%
3,949
+196
365
$244K 0.06%
+1,240
366
$244K 0.06%
4,845
367
$244K 0.06%
3,198
+128
368
$238K 0.05%
4,095
+48
369
$237K 0.05%
6,381
-3,468
370
$237K 0.05%
+4,076
371
$236K 0.05%
6,630
+240
372
$236K 0.05%
+23,856
373
$234K 0.05%
+2,991
374
$233K 0.05%
+1,270
375
$228K 0.05%
2,676
-14
13 14
15
16 17