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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$685K 0.05%
57,765
+3,824
402
$684K 0.05%
31,251
+3,667
403
$679K 0.05%
+10,535
404
$675K 0.05%
9,877
-821
405
$670K 0.05%
16,554
406
$667K 0.05%
2,809
-10
407
$665K 0.05%
+13,827
408
$662K 0.05%
2,063
-945
409
$657K 0.05%
5,912
+323
410
$635K 0.05%
13,505
+1,761
411
$633K 0.05%
7,724
-2,651
412
$627K 0.05%
3,014
-321
413
$614K 0.05%
2,350
-504
414
$613K 0.05%
11,092
+122
415
$612K 0.05%
12,865
+2,978
416
$609K 0.05%
2,489
-767
417
$609K 0.05%
8,717
+1,946
418
$603K 0.04%
4,471
-109
419
$602K 0.04%
9,654
-327
420
$602K 0.04%
2,784
-441
421
$602K 0.04%
11,104
-768
422
$602K 0.04%
22,534
-712
423
$600K 0.04%
3,907
+354
424
$599K 0.04%
8,366
-16
425
$598K 0.04%
1,802
-1,732
15 16
17
18 19