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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$845K 0.06%
3,139
+295
352
$845K 0.06%
26,899
+5,524
353
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19,060
354
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5,034
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357
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-10,327
358
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359
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360
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361
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363
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9,240
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364
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9,100
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368
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369
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371
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372
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27,250
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373
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13,928
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374
$774K 0.06%
27,432
+1,370
375
$773K 0.06%
4,377
+64
13 14
15
16 17