MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$37M
2 +$10.3M
3 +$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1.31M 0.05%
44,835
-348
352
$1.3M 0.05%
27,084
-9,561
353
$1.29M 0.05%
66,079
-422
354
$1.28M 0.05%
29,215
+21,937
355
$1.27M 0.05%
5,545
-164
356
$1.26M 0.05%
42,036
+820
357
$1.26M 0.05%
143,406
+31,818
358
$1.26M 0.05%
63,834
-650
359
$1.26M 0.05%
36,906
+6
360
$1.26M 0.05%
+8,060
361
$1.26M 0.05%
33,122
+2,825
362
$1.24M 0.05%
34,422
-790
363
$1.24M 0.05%
96,545
-33,515
364
$1.23M 0.05%
48,409
+509
365
$1.23M 0.05%
3,462
+2,235
366
$1.23M 0.05%
16,398
+13,726
367
$1.23M 0.05%
59,133
-2,295
368
$1.22M 0.05%
16,986
+542
369
$1.22M 0.05%
9,803
+74
370
$1.21M 0.05%
6,356
-690
371
$1.21M 0.05%
31,739
-3,819
372
$1.21M 0.05%
27,918
-15,735
373
$1.21M 0.05%
14,975
-4,504
374
$1.21M 0.05%
37,644
375
$1.21M 0.05%
39,026
-483