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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$833K 0.05%
16,854
-169
402
$826K 0.05%
27,141
+3,857
403
$822K 0.05%
13,054
+14
404
$820K 0.05%
8,960
+6,333
405
$814K 0.05%
9,790
-490
406
$810K 0.05%
17,396
-2,055
407
$807K 0.05%
24,917
-222
408
$806K 0.05%
23,433
+3,237
409
$802K 0.05%
53,200
+16,700
410
$801K 0.05%
11,372
-25
411
$799K 0.05%
35,633
+4,151
412
$790K 0.05%
17,076
+1,658
413
$789K 0.05%
14,415
-7,585
414
$776K 0.05%
11,278
+485
415
$773K 0.05%
10,939
+683
416
$772K 0.05%
13,474
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417
$770K 0.05%
7,012
-407
418
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8,259
-8,626
419
$769K 0.05%
20,944
-29,354
420
$769K 0.05%
5,474
+32
421
$767K 0.05%
83,780
+32,000
422
$763K 0.05%
5,073
+302
423
$760K 0.05%
23,350
+180
424
$759K 0.05%
14,425
-3,374
425
$757K 0.04%
1,984
+51
15 16
17
18 19