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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$245K 0.04%
+4,921
402
$244K 0.04%
24,991
-1,256
403
$244K 0.04%
+1,615
404
$243K 0.04%
1,133
+40
405
$243K 0.04%
14,614
+1,000
406
$243K 0.04%
7,509
407
$241K 0.04%
+3,994
408
$241K 0.04%
+4,814
409
$239K 0.04%
2,839
410
$236K 0.03%
2,798
-990
411
$236K 0.03%
2,575
+4
412
$235K 0.03%
9,771
+21
413
$234K 0.03%
+4,084
414
$233K 0.03%
+4,300
415
$232K 0.03%
16,168
+10
416
$232K 0.03%
3,267
+100
417
$231K 0.03%
+6,047
418
$231K 0.03%
+669
419
$231K 0.03%
+2,868
420
$229K 0.03%
+2,403
421
$228K 0.03%
+3,972
422
$227K 0.03%
+5,216
423
$227K 0.03%
3,282
424
$226K 0.03%
+4,519
425
$226K 0.03%
+1,217
15 16
17
18 19