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
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

Sector Composition

1 Technology 12.01%
2 Financials 5.07%
3 Healthcare 4.71%
4 Consumer Discretionary 4.04%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$792K 0.05%
5,841
-336
402
$791K 0.05%
9,428
-440
403
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10,249
+984
404
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29,425
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405
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20,727
+4,111
406
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407
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8,572
-5,266
408
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6,549
-375
409
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410
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411
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412
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5,171
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413
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30,278
-496
414
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19,260
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415
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416
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417
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17,600
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418
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419
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45,390
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420
$746K 0.05%
13,009
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421
$746K 0.05%
+33,010
422
$745K 0.05%
31,342
-2,897
423
$745K 0.05%
79,909
+9,208
424
$744K 0.05%
12,806
-17,881
425
$744K 0.05%
13,460
+4,508
15 16
17
18 19