MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.23M 0.05%
23,807
+10,044
377
$1.23M 0.05%
46,418
-2,087
378
$1.22M 0.05%
9,193
+7,277
379
$1.22M 0.05%
8,737
-127
380
$1.21M 0.05%
63,344
-490
381
$1.2M 0.05%
106,120
+7,394
382
$1.19M 0.05%
14,039
+548
383
$1.19M 0.05%
143,151
-255
384
$1.18M 0.04%
143,605
+230
385
$1.17M 0.04%
32,930
386
$1.17M 0.04%
12,272
-2,920
387
$1.16M 0.04%
38,658
+5,627
388
$1.16M 0.04%
34,719
-337
389
$1.16M 0.04%
12,317
+680
390
$1.16M 0.04%
8,053
-1,806
391
$1.15M 0.04%
15,247
+2,359
392
$1.15M 0.04%
37,730
+13,505
393
$1.15M 0.04%
29,784
-417
394
$1.15M 0.04%
+23,034
395
$1.15M 0.04%
7,755
+5,448
396
$1.14M 0.04%
48,640
-50
397
$1.13M 0.04%
19,214
-243
398
$1.13M 0.04%
29,890
-62,176
399
$1.13M 0.04%
23,315
-33,413
400
$1.13M 0.04%
74,490
-2,369
14 15
16
17 18