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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$286K 0.04%
3,750
-70
377
$283K 0.04%
1,644
+52
378
$282K 0.04%
4,725
-6,431
379
$279K 0.04%
5,968
+538
380
$279K 0.04%
109,672
+1,080
381
$276K 0.04%
+969
382
$276K 0.04%
1,378
+145
383
$273K 0.04%
21,569
384
$273K 0.04%
+1,252
385
$269K 0.04%
+1,011
386
$267K 0.04%
+1,470
387
$266K 0.04%
6,675
+9
388
$266K 0.04%
2,909
+10
389
$265K 0.04%
+13,050
390
$264K 0.04%
3,953
+139
391
$261K 0.04%
5,171
-245
392
$259K 0.04%
+945
393
$257K 0.04%
+8,855
394
$255K 0.04%
2,828
+162
395
$255K 0.04%
2,367
+164
396
$253K 0.04%
+2,388
397
$251K 0.04%
+1,935
398
$250K 0.04%
6,448
+112
399
$248K 0.04%
+571
400
$247K 0.04%
818
+21
14 15
16
17 18