MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+8.27%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$134M
(+13%)
Cap. Flow
+$64.1M
Cap. Flow
% of AUM
5.57%
Top 10 Holdings %
Top 10 Hldgs %
23.02%
Holding
717
New
70
Increased
326
Reduced
238
Closed
47
Top Buys
| 1 |
iShares Exponential Technologies ETF
XT
|
$6.44M |
| 2 |
Apple
AAPL
|
$6.36M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$5.87M |
| 4 |
VanEck Merk Gold Trust
OUNZ
|
$4.77M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$4.58M |
Top Sells
Sector Composition
| 1 | Technology | 12.32% |
| 2 | Consumer Discretionary | 5.1% |
| 3 | Healthcare | 4.64% |
| 4 | Financials | 4.31% |
| 5 | Communication Services | 3.76% |
