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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$432K 0.06%
2,579
+270
352
$430K 0.06%
2,363
+203
353
$430K 0.06%
42,696
-6,711
354
$428K 0.06%
9,317
+41
355
$427K 0.06%
8,677
+781
356
$424K 0.06%
9,046
-1,683
357
$419K 0.05%
5,618
+202
358
$418K 0.05%
21,438
-524
359
$416K 0.05%
2,742
+450
360
$416K 0.05%
1,417
+472
361
$416K 0.05%
+7,888
362
$415K 0.05%
+3,600
363
$415K 0.05%
7,544
-71,178
364
$414K 0.05%
7,604
-24
365
$413K 0.05%
2,802
+4
366
$411K 0.05%
5,507
+2,639
367
$409K 0.05%
2,906
+1,291
368
$407K 0.05%
17,975
+2,925
369
$407K 0.05%
+8,144
370
$405K 0.05%
+22,220
371
$404K 0.05%
4,574
+1,746
372
$403K 0.05%
10,140
+4,924
373
$401K 0.05%
6,104
+847
374
$401K 0.05%
+7,084
375
$400K 0.05%
+8,761
13 14
15
16 17