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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1M 0.06%
11,424
-596
377
$1M 0.06%
7,595
+147
378
$998K 0.06%
30,550
379
$996K 0.06%
22,668
+578
380
$992K 0.06%
18,316
+536
381
$989K 0.06%
6,977
-608
382
$985K 0.06%
9,868
-1,997
383
$981K 0.05%
12,342
+414
384
$970K 0.05%
32,699
+1,686
385
$966K 0.05%
94,721
+10,137
386
$961K 0.05%
26,821
+19,897
387
$955K 0.05%
4,700
-47
388
$949K 0.05%
14,208
+6,420
389
$948K 0.05%
9,138
-456
390
$947K 0.05%
19,815
-2,921
391
$944K 0.05%
17,002
-9,829
392
$943K 0.05%
51,500
+100
393
$939K 0.05%
26,400
394
$936K 0.05%
2,248
-379
395
$934K 0.05%
3,898
-525
396
$931K 0.05%
21,105
+14
397
$926K 0.05%
11,338
-251
398
$925K 0.05%
70,059
-24,175
399
$924K 0.05%
34,239
+3,954
400
$922K 0.05%
+91,635
14 15
16
17 18