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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.09M 0.06%
23,899
-1,538
352
$1.09M 0.06%
21,805
+6,980
353
$1.08M 0.06%
16,344
+496
354
$1.08M 0.06%
+19,433
355
$1.07M 0.06%
+25,795
356
$1.07M 0.06%
15,740
+945
357
$1.06M 0.06%
19,483
+2,961
358
$1.05M 0.06%
38,226
+953
359
$1.05M 0.06%
10,867
-59,753
360
$1.05M 0.06%
14,545
-31,624
361
$1.05M 0.06%
4,175
-356
362
$1.05M 0.06%
23,338
-899
363
$1.05M 0.06%
8,586
-1,113
364
$1.04M 0.06%
22,414
-360
365
$1.04M 0.06%
15,098
+116
366
$1.04M 0.06%
6,420
-162
367
$1.04M 0.06%
26,030
+140
368
$1.04M 0.06%
12,263
+573
369
$1.03M 0.06%
47,372
+21,786
370
$1.03M 0.06%
18,774
+8,164
371
$1.02M 0.06%
27,069
-38,768
372
$1.02M 0.06%
18,181
+120
373
$1.02M 0.06%
1,827
+251
374
$1.01M 0.06%
13,970
+969
375
$1M 0.06%
8,025
+239
13 14
15
16 17