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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$354K 0.05%
7,186
+164
402
$353K 0.05%
3,493
403
$352K 0.05%
873
+302
404
$352K 0.05%
7,935
405
$351K 0.05%
4,670
406
$351K 0.05%
5,055
+300
407
$349K 0.05%
5,941
408
$348K 0.05%
2,747
-10
409
$348K 0.05%
20,947
-1,331
410
$347K 0.05%
5,535
+1,541
411
$347K 0.05%
3,442
+1,471
412
$346K 0.05%
52,412
-2,792
413
$345K 0.04%
5,016
-30
414
$345K 0.04%
+11,864
415
$344K 0.04%
+6,723
416
$344K 0.04%
+13,781
417
$344K 0.04%
+3,224
418
$343K 0.04%
+6,564
419
$342K 0.04%
+19,182
420
$342K 0.04%
+3,623
421
$342K 0.04%
6,781
+1,860
422
$340K 0.04%
15,195
-1,040
423
$340K 0.04%
172,833
-77,245
424
$339K 0.04%
4,137
+518
425
$338K 0.04%
2,915
-45
15 16
17
18 19