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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$232K 0.05%
4,458
+56
377
$232K 0.05%
797
-21
378
$231K 0.05%
+21,800
379
$230K 0.05%
2,666
+156
380
$230K 0.05%
+5,558
381
$230K 0.05%
9,750
+1,057
382
$227K 0.04%
20,048
-30,700
383
$222K 0.04%
2,203
+39
384
$222K 0.04%
+2,635
385
$222K 0.04%
7,141
+15
386
$219K 0.04%
2,571
-1,187
387
$217K 0.04%
7,509
388
$216K 0.04%
+3,402
389
$213K 0.04%
4,417
390
$211K 0.04%
+10,863
391
$210K 0.04%
9,376
-2,000
392
$209K 0.04%
14,200
393
$209K 0.04%
3,282
394
$207K 0.04%
22,431
+5,692
395
$206K 0.04%
+3,167
396
$206K 0.04%
6,336
-9,589
397
$206K 0.04%
1,233
-404
398
$205K 0.04%
13,614
+3,139
399
$204K 0.04%
+9,195
400
$203K 0.04%
1,974
-1,728
14 15
16
17 18