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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.24M 0.06%
30,315
-118
352
$1.23M 0.05%
64,484
-1,050
353
$1.22M 0.05%
4,796
+187
354
$1.21M 0.05%
7,621
+895
355
$1.21M 0.05%
125,122
+3,372
356
$1.2M 0.05%
108,064
+1,009
357
$1.2M 0.05%
3,865
+21
358
$1.2M 0.05%
66,501
-7,057
359
$1.2M 0.05%
7,993
+27
360
$1.2M 0.05%
+52,750
361
$1.19M 0.05%
38,179
+2,839
362
$1.19M 0.05%
6,979
+950
363
$1.19M 0.05%
126,260
+1,500
364
$1.18M 0.05%
23,024
+4,774
365
$1.18M 0.05%
3,691
+251
366
$1.17M 0.05%
30,350
367
$1.17M 0.05%
40,351
+16,860
368
$1.17M 0.05%
23,306
+891
369
$1.17M 0.05%
47,900
+11,340
370
$1.17M 0.05%
580
+5
371
$1.16M 0.05%
41,216
-7,301
372
$1.16M 0.05%
33,808
373
$1.16M 0.05%
8,069
-348
374
$1.16M 0.05%
16,444
+2,935
375
$1.15M 0.05%
24,315
13 14
15
16 17