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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$465K 0.05%
+7,424
402
$465K 0.05%
20,378
+34
403
$461K 0.05%
7,008
+1,451
404
$459K 0.05%
+6,960
405
$458K 0.05%
4,743
-200
406
$457K 0.04%
19,858
-3,214
407
$454K 0.04%
+1,944
408
$452K 0.04%
4,933
+1,359
409
$452K 0.04%
80,340
-10,720
410
$451K 0.04%
5,238
-101
411
$450K 0.04%
14,768
-1,036
412
$446K 0.04%
+10,966
413
$446K 0.04%
24,431
+11,997
414
$443K 0.04%
9,811
+623
415
$443K 0.04%
10,338
+4,150
416
$442K 0.04%
+8,528
417
$442K 0.04%
10,230
-51
418
$438K 0.04%
8,081
+176
419
$437K 0.04%
4,337
+276
420
$436K 0.04%
2,773
+76
421
$432K 0.04%
+15,846
422
$428K 0.04%
6,940
+1,022
423
$427K 0.04%
2,263
-4
424
$421K 0.04%
24,545
425
$420K 0.04%
+8,080
15 16
17
18 19