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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$574K 0.06%
18,575
352
$573K 0.06%
11,042
+886
353
$570K 0.06%
13,099
+1,801
354
$567K 0.06%
+12,840
355
$566K 0.06%
+6,473
356
$565K 0.06%
5,618
-76,123
357
$559K 0.05%
13,064
-1,177
358
$554K 0.05%
2,185
+394
359
$550K 0.05%
6,956
-5,974
360
$549K 0.05%
12,941
+2,412
361
$544K 0.05%
10,214
-70
362
$544K 0.05%
+10,094
363
$534K 0.05%
3,556
+124
364
$531K 0.05%
15,605
+489
365
$529K 0.05%
16,684
-58,462
366
$529K 0.05%
1,461
+100
367
$529K 0.05%
13,105
-16,670
368
$527K 0.05%
10,445
-1,339
369
$526K 0.05%
+6,922
370
$520K 0.05%
+4,248
371
$516K 0.05%
+9,142
372
$516K 0.05%
4,724
-22,072
373
$515K 0.05%
+18,770
374
$515K 0.05%
+22,635
375
$515K 0.05%
11,796
-26,324
13 14
15
16 17