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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$3.83M
3 +$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1 +$1.69M
2 +$801K
3 +$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-5,916
402
-10,440