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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$323K 0.05%
2,757
+104
352
$322K 0.05%
7,239
+1,681
353
$319K 0.05%
15,789
-854
354
$318K 0.05%
5,046
+16
355
$317K 0.05%
11,308
-338
356
$316K 0.05%
4,771
+400
357
$315K 0.05%
5,069
+611
358
$315K 0.05%
8,140
+105
359
$314K 0.05%
25,240
360
$312K 0.05%
1,195
-22
361
$309K 0.05%
2,960
+148
362
$306K 0.05%
20,280
363
$304K 0.05%
1,733
364
$303K 0.04%
7,956
-282
365
$303K 0.04%
5,878
+11
366
$302K 0.04%
+8,435
367
$301K 0.04%
+5,575
368
$294K 0.04%
3,619
-600
369
$294K 0.04%
11,790
+84
370
$292K 0.04%
14,000
371
$292K 0.04%
7,633
372
$291K 0.04%
25,050
-321
373
$290K 0.04%
52,700
+21,000
374
$288K 0.04%
+3,995
375
$288K 0.04%
+2,898
13 14
15
16 17