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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$202K 0.04%
5,430
-4,181
402
$202K 0.04%
+2,822
403
$201K 0.04%
5,000
404
$197K 0.04%
16,158
+9
405
$195K 0.04%
15,118
406
$186K 0.04%
10,000
407
$185K 0.04%
17,957
408
$185K 0.04%
31,700
409
$178K 0.04%
+68,902
410
$154K 0.03%
18,644
+186
411
$153K 0.03%
12,452
+555
412
$151K 0.03%
+5,887
413
$142K 0.03%
16,974
+110
414
$138K 0.03%
18,545
-1,501
415
$129K 0.03%
14,313
-2,191
416
$125K 0.02%
16,621
-7,701
417
$124K 0.02%
11,065
418
$124K 0.02%
4,404
-76
419
$112K 0.02%
10,948
+131
420
$100K 0.02%
+8,332
421
$99K 0.02%
+1,282
422
$99K 0.02%
8,521
-6,970
423
$98K 0.02%
13,302
-10
424
$77K 0.02%
13,251
+1,236
425
$76K 0.02%
+128
15 16
17
18 19