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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$323K 0.04%
50,414
-1,998
402
$322K 0.04%
15,563
403
$322K 0.04%
1,211
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404
$317K 0.04%
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-7
405
$316K 0.04%
7,664
-3,322
406
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10,675
+528
407
$315K 0.04%
+21,959
408
$313K 0.04%
3,315
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409
$313K 0.04%
71,840
-112,880
410
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4,520
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411
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+28,394
412
$311K 0.04%
10,495
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413
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8,150
414
$307K 0.04%
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415
$306K 0.04%
6,874
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416
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417
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418
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419
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420
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2,080
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421
$298K 0.04%
7,597
+7
422
$295K 0.04%
2,368
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423
$295K 0.04%
+5,606
424
$294K 0.04%
25,050
425
$290K 0.04%
4,725
-44
15 16
17
18 19