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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$902K 0.05%
9,950
+523
377
$899K 0.05%
12,803
+2,091
378
$890K 0.05%
21,547
+912
379
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380
$884K 0.05%
16,052
+6,220
381
$880K 0.05%
8,164
+2,157
382
$877K 0.05%
15,165
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383
$877K 0.05%
1,909
+178
384
$876K 0.05%
25,791
+1,109
385
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35,710
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386
$872K 0.05%
11,008
+1,949
387
$871K 0.05%
3,117
-70
388
$860K 0.05%
8,359
+235
389
$860K 0.05%
9,042
-20,350
390
$858K 0.05%
3,505
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391
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30,447
-597
392
$851K 0.05%
16,835
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393
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34,708
-464
394
$849K 0.05%
7,550
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395
$840K 0.05%
35,352
-56
396
$840K 0.05%
12,336
-14
397
$839K 0.05%
26,807
-3,531
398
$837K 0.05%
25,440
+5,200
399
$836K 0.05%
2,371
-885
400
$833K 0.05%
34,383
+1,984
14 15
16
17 18