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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$514K 0.05%
31,472
+5,804
377
$513K 0.05%
4,281
+1,288
378
$508K 0.05%
11,069
+900
379
$508K 0.05%
19,308
+1,220
380
$503K 0.05%
5,901
-605
381
$502K 0.05%
17,190
382
$501K 0.05%
4,772
+373
383
$500K 0.05%
6,955
+4,261
384
$500K 0.05%
6,068
-26,376
385
$499K 0.05%
2,618
+746
386
$499K 0.05%
+8,460
387
$499K 0.05%
16,239
+113
388
$496K 0.05%
38,334
+21,237
389
$494K 0.05%
2,811
-6
390
$493K 0.05%
9,330
+378
391
$487K 0.05%
10,635
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392
$480K 0.05%
4,610
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393
$479K 0.05%
8,138
+3,487
394
$477K 0.05%
4,508
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395
$474K 0.05%
2,532
-1
396
$473K 0.05%
9,359
+4,285
397
$471K 0.05%
18,224
+8,051
398
$468K 0.05%
21,940
-111
399
$467K 0.05%
+5,692
400
$466K 0.05%
6,182
-474
14 15
16
17 18