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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$921K 0.05%
6,177
-70
402
$916K 0.05%
6,924
+91
403
$913K 0.05%
7,420
-6,985
404
$912K 0.05%
46,310
+2,000
405
$910K 0.05%
13,857
+1,000
406
$903K 0.05%
13,969
-516
407
$900K 0.05%
31,646
+3,694
408
$898K 0.05%
+28,493
409
$895K 0.05%
3,431
+48
410
$891K 0.05%
30,774
+4,391
411
$890K 0.05%
+27,530
412
$890K 0.05%
33,693
+5,639
413
$882K 0.05%
65,250
414
$880K 0.05%
8,409
+1,286
415
$879K 0.05%
28,905
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416
$870K 0.05%
18,502
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417
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17,479
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418
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24,320
+1,250
419
$853K 0.05%
62,118
-19,297
420
$851K 0.05%
7,057
421
$851K 0.05%
1,441
+39
422
$842K 0.05%
+11,758
423
$839K 0.05%
103,851
+12,858
424
$837K 0.05%
15,938
-916
425
$836K 0.05%
8,547
-906
15 16
17
18 19