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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$228K 0.05%
+1,006
377
$227K 0.05%
+2,341
378
$226K 0.05%
4,417
379
$224K 0.05%
2,937
-187
380
$219K 0.05%
+1,072
381
$219K 0.05%
+18,574
382
$219K 0.05%
+3,830
383
$218K 0.05%
+3,974
384
$215K 0.05%
+10,367
385
$211K 0.05%
+1,198
386
$208K 0.05%
+4,071
387
$208K 0.05%
7,509
-900
388
$208K 0.05%
+4,443
389
$208K 0.05%
+3,795
390
$205K 0.05%
+4,780
391
$205K 0.05%
+2,946
392
$205K 0.05%
1,509
-429
393
$204K 0.05%
10,000
394
$204K 0.05%
+3,050
395
$204K 0.05%
14,200
-42,600
396
$204K 0.05%
9,154
-26,886
397
$204K 0.05%
+12,870
398
$203K 0.05%
7,424
399
$202K 0.05%
5,000
400
$201K 0.05%
+4,000
14 15
16
17 18