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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$402K 0.05%
7,540
352
$401K 0.05%
2,380
-199
353
$401K 0.05%
7,172
+88
354
$399K 0.05%
2,948
-3,151
355
$398K 0.05%
15,853
-44,789
356
$398K 0.05%
3,888
-1,301
357
$398K 0.05%
1,366
-51
358
$396K 0.05%
3,397
+960
359
$396K 0.05%
+14,527
360
$395K 0.05%
6,120
+16
361
$393K 0.05%
6,802
-46,525
362
$391K 0.05%
27,666
363
$391K 0.05%
202,700
364
$390K 0.05%
5,075
-543
365
$386K 0.05%
7,662
-2,810
366
$386K 0.05%
5,230
+214
367
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3,315
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368
$380K 0.05%
4,347
+210
369
$376K 0.05%
26,500
370
$375K 0.05%
10,887
+186
371
$375K 0.05%
6,546
+83
372
$374K 0.05%
6,557
+2,267
373
$374K 0.05%
6,712
374
$369K 0.05%
2,883
+136
375
$367K 0.05%
8,510
13 14
15
16 17