MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+3.87%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$769M
AUM Growth
+$94M
(+14%)
Cap. Flow
+$71.4M
Cap. Flow
% of AUM
9.28%
Top 10 Holdings %
Top 10 Hldgs %
22.12%
Holding
591
New
113
Increased
303
Reduced
99
Closed
27
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$3.96M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.82M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.33M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.11M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.95M |
Top Sells
Sector Composition
| 1 | Technology | 12.28% |
| 2 | Financials | 5.5% |
| 3 | Consumer Discretionary | 4.54% |
| 4 | Healthcare | 3.93% |
| 5 | Industrials | 3.65% |
