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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$822K 0.05%
1,321
+266
402
$816K 0.05%
17,726
+650
403
$814K 0.05%
12,751
+1,161
404
$814K 0.05%
16,125
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405
$805K 0.05%
7,481
-683
406
$798K 0.05%
26,041
+2,796
407
$797K 0.05%
26,455
+11,858
408
$796K 0.05%
24,094
+661
409
$793K 0.05%
26,084
-1,057
410
$788K 0.05%
16,470
+1,530
411
$785K 0.05%
+3,919
412
$777K 0.05%
12,987
+1,676
413
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+13,260
414
$771K 0.05%
23,360
+10
415
$770K 0.05%
6,932
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416
$768K 0.05%
10,153
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417
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418
$766K 0.05%
11,310
+2,999
419
$766K 0.05%
13,880
+1,490
420
$763K 0.05%
37,162
+2,779
421
$757K 0.04%
25,701
-90
422
$756K 0.04%
8,264
-696
423
$756K 0.04%
3,777
+979
424
$754K 0.04%
9,759
+1,500
425
$750K 0.04%
1,312
-113
15 16
17
18 19