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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$269K 0.05%
+14,000
352
$268K 0.05%
4,371
+82
353
$267K 0.05%
+4,264
354
$263K 0.05%
7,565
-124,990
355
$261K 0.05%
+1,733
356
$257K 0.05%
21,569
357
$256K 0.05%
1,093
358
$255K 0.05%
2,812
-101
359
$255K 0.05%
5,416
360
$254K 0.05%
4,090
361
$253K 0.05%
7,633
362
$251K 0.05%
4,630
+222
363
$250K 0.05%
26,247
-316
364
$248K 0.05%
5,320
-200
365
$247K 0.05%
18,300
-18,300
366
$243K 0.05%
2,653
+231
367
$243K 0.05%
2,899
-4
368
$242K 0.05%
18,998
-967
369
$241K 0.05%
11,706
+92
370
$240K 0.05%
1,217
+120
371
$240K 0.05%
1,592
-261
372
$238K 0.05%
3,814
-1,855
373
$236K 0.05%
6,666
+48
374
$236K 0.05%
2,839
-19
375
$233K 0.05%
4,910
13 14
15
16 17