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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.31M 0.04%
11,328
+515
377
$1.31M 0.04%
21,995
-1,226
378
$1.31M 0.04%
100,521
-144
379
$1.31M 0.04%
16,298
-621
380
$1.3M 0.04%
361
-14
381
$1.3M 0.04%
31,613
-1,158
382
$1.3M 0.04%
+40,250
383
$1.3M 0.04%
23,051
+3,948
384
$1.29M 0.04%
6,643
-577
385
$1.28M 0.04%
116,216
-14,842
386
$1.28M 0.04%
51,878
-6,991
387
$1.28M 0.04%
127,718
-2,000
388
$1.27M 0.04%
16,176
+3,807
389
$1.26M 0.04%
40,337
+15,860
390
$1.26M 0.04%
6,809
+2,265
391
$1.26M 0.04%
5,772
-658
392
$1.26M 0.04%
33,947
+884
393
$1.26M 0.04%
2,011
-802
394
$1.25M 0.04%
+21,218
395
$1.25M 0.04%
9,091
-686
396
$1.24M 0.04%
20,595
-3,037
397
$1.24M 0.04%
18,062
+481
398
$1.24M 0.04%
24,056
399
$1.22M 0.04%
40,105
+3,083
400
$1.21M 0.03%
249
-147
14 15
16
17 18