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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.5M 0.04%
9,077
+1,665
352
$1.48M 0.04%
5,881
-522
353
$1.47M 0.04%
45,145
-847
354
$1.47M 0.04%
76,957
-645
355
$1.47M 0.04%
7,539
+1,303
356
$1.46M 0.04%
74,227
-2,260
357
$1.46M 0.04%
3,179
+549
358
$1.45M 0.04%
2,147
+58
359
$1.45M 0.04%
29,831
-7,678
360
$1.43M 0.04%
75,907
+1,925
361
$1.42M 0.04%
27,060
+4,375
362
$1.4M 0.04%
97,287
-9,003
363
$1.4M 0.04%
24,414
+2,046
364
$1.4M 0.04%
15,662
-996
365
$1.39M 0.04%
17,894
-4,478
366
$1.37M 0.04%
36,512
+6,464
367
$1.36M 0.04%
27,786
-3,341
368
$1.36M 0.04%
52,525
+13,304
369
$1.36M 0.04%
44,295
-2,756
370
$1.35M 0.04%
5,817
-3,182
371
$1.35M 0.04%
42,120
-14,348
372
$1.34M 0.04%
5,360
+106
373
$1.33M 0.04%
21,983
+3,090
374
$1.33M 0.04%
9,681
-1,008
375
$1.32M 0.04%
53,150
-2,173
13 14
15
16 17