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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.15M 0.05%
37,644
-2,000
377
$1.15M 0.05%
13,842
+1,171
378
$1.15M 0.05%
39,509
-255
379
$1.15M 0.05%
20,104
+49
380
$1.14M 0.05%
103,183
+46,339
381
$1.14M 0.05%
10,795
+236
382
$1.11M 0.05%
27,883
-1,804
383
$1.11M 0.05%
11,927
-103
384
$1.1M 0.05%
12,737
+8,826
385
$1.1M 0.05%
53,126
+1
386
$1.1M 0.05%
9,729
+4,583
387
$1.09M 0.05%
26,518
-6,318
388
$1.09M 0.05%
16,646
-165
389
$1.09M 0.05%
18,814
+13,244
390
$1.09M 0.05%
29,438
+7,389
391
$1.08M 0.05%
3,904
-145
392
$1.08M 0.05%
32,409
+3,051
393
$1.08M 0.05%
19,107
+1,952
394
$1.08M 0.05%
37,447
-473
395
$1.07M 0.05%
10,228
-5,203
396
$1.07M 0.05%
34,365
-1,486
397
$1.06M 0.05%
30,297
+461
398
$1.05M 0.05%
22,323
-14,224
399
$1.04M 0.05%
13,094
-653
400
$1.03M 0.05%
22,148
-11,360
14 15
16
17 18