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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.32M 0.05%
17,591
-940
352
$1.32M 0.05%
4,999
+171
353
$1.32M 0.05%
52,701
-1,420
354
$1.32M 0.05%
37,690
+1,220
355
$1.31M 0.05%
26,762
-646
356
$1.31M 0.05%
14,275
+224
357
$1.31M 0.05%
62,430
-950
358
$1.3M 0.05%
+45,254
359
$1.3M 0.05%
37,897
-70
360
$1.3M 0.05%
4,627
+356
361
$1.3M 0.05%
182,690
362
$1.29M 0.05%
47,900
-509
363
$1.29M 0.05%
96,198
-347
364
$1.28M 0.05%
39,634
-12,860
365
$1.27M 0.05%
116,642
+14,989
366
$1.27M 0.05%
16,480
+82
367
$1.26M 0.05%
66,320
+241
368
$1.26M 0.05%
24,781
-132,179
369
$1.26M 0.05%
28,522
-703
370
$1.26M 0.05%
12,471
+3,232
371
$1.25M 0.05%
18,913
+1,702
372
$1.24M 0.05%
16,379
-955
373
$1.24M 0.05%
+4,873
374
$1.24M 0.05%
15,123
-3,216
375
$1.23M 0.05%
26,477
-46,577
13 14
15
16 17