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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.02M 0.06%
3,415
+417
352
$1M 0.06%
18,075
+2,644
353
$997K 0.06%
4,614
+139
354
$996K 0.06%
2,498
+88
355
$992K 0.06%
10,869
+688
356
$961K 0.06%
21,122
-50,097
357
$960K 0.06%
60,538
+6,424
358
$959K 0.06%
2,528
+478
359
$959K 0.06%
16,444
-405
360
$957K 0.06%
7,705
+104
361
$956K 0.06%
11,953
+96
362
$956K 0.06%
14,430
+1,154
363
$947K 0.06%
17,129
+5,652
364
$943K 0.06%
11,633
+3,782
365
$935K 0.06%
8,416
+2,781
366
$935K 0.06%
55,021
+624
367
$934K 0.06%
17,550
+720
368
$926K 0.05%
18,219
+9,523
369
$926K 0.05%
23,095
+42
370
$926K 0.05%
3,195
+1,515
371
$926K 0.05%
20,436
-2,409
372
$924K 0.05%
52,184
-13,000
373
$915K 0.05%
30,293
-21,475
374
$910K 0.05%
11,703
+625
375
$906K 0.05%
4,728
+157
13 14
15
16 17