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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.01M 0.06%
6,087
-1,282
352
$1.01M 0.06%
60,026
+5,005
353
$992K 0.06%
3,755
-355
354
$988K 0.06%
22,244
-596
355
$986K 0.06%
36,041
-12,263
356
$981K 0.06%
80,900
357
$979K 0.06%
10,384
-4,163
358
$978K 0.06%
7,600
-15,229
359
$975K 0.06%
15,418
+988
360
$974K 0.06%
10,316
+1,274
361
$969K 0.06%
21,091
+170
362
$968K 0.06%
18,022
-20,819
363
$968K 0.06%
32,719
-6,081
364
$957K 0.06%
11,590
-43
365
$952K 0.06%
6,823
+1,349
366
$946K 0.06%
109,410
+25,630
367
$944K 0.06%
11,792
-161
368
$943K 0.06%
8,796
+380
369
$942K 0.06%
11,513
+644
370
$942K 0.06%
5,568
-613
371
$935K 0.06%
6,472
+1,399
372
$935K 0.06%
14,514
+6,018
373
$934K 0.06%
2,786
+415
374
$931K 0.06%
18,305
+86
375
$931K 0.06%
7,576
-129
13 14
15
16 17