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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$367K 0.05%
15,574
+379
377
$365K 0.05%
4,976
-240
378
$363K 0.05%
7,273
-8,823
379
$362K 0.05%
13,520
-16,290
380
$360K 0.05%
2,901
-14
381
$354K 0.05%
3,493
382
$353K 0.05%
+7,591
383
$352K 0.05%
11,455
-60,417
384
$349K 0.05%
4,461
-4,724
385
$348K 0.05%
7,619
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386
$348K 0.05%
4,670
387
$348K 0.05%
5,538
+3
388
$347K 0.05%
7,935
389
$344K 0.05%
10,068
-72
390
$342K 0.05%
4,339
391
$341K 0.05%
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392
$339K 0.04%
20,275
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393
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1,220
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394
$336K 0.04%
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395
$336K 0.04%
3,639
-152
396
$334K 0.04%
23,390
+1,821
397
$331K 0.04%
4,533
+704
398
$330K 0.04%
3,755
+957
399
$324K 0.04%
9,762
+960
400
$324K 0.04%
7,469
+113
14 15
16
17 18