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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$395K 0.05%
3,427
-153
377
$394K 0.05%
10,098
+2,465
378
$393K 0.05%
4,371
+1,891
379
$391K 0.05%
+13,663
380
$391K 0.05%
6,712
381
$389K 0.05%
+12,268
382
$388K 0.05%
+2,151
383
$386K 0.05%
+2,886
384
$381K 0.05%
14,896
-4,905
385
$381K 0.05%
+3,793
386
$380K 0.05%
+73,900
387
$379K 0.05%
5,216
+1,221
388
$378K 0.05%
27,666
-233
389
$376K 0.05%
3,203
+862
390
$375K 0.05%
+11,864
391
$372K 0.05%
7,540
392
$371K 0.05%
6,463
+2,491
393
$369K 0.05%
8,510
394
$367K 0.05%
+5,510
395
$366K 0.05%
10,701
396
$362K 0.05%
+8,444
397
$360K 0.05%
5,137
+68
398
$360K 0.05%
+6,000
399
$360K 0.05%
4,290
+167
400
$360K 0.05%
26,500
+1,260
14 15
16
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