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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.03M 0.05%
42,854
+2,361
402
$1.03M 0.05%
12,156
-1,479
403
$1.03M 0.05%
4,491
+346
404
$1.03M 0.05%
50,025
405
$1.01M 0.05%
10,999
-53
406
$1M 0.04%
51,735
-1,739
407
$1,000K 0.04%
6,681
+43
408
$995K 0.04%
42,194
+10,133
409
$989K 0.04%
5,709
+226
410
$988K 0.04%
19,521
-150
411
$986K 0.04%
+42,843
412
$976K 0.04%
35,370
+9,990
413
$968K 0.04%
5,554
+34
414
$966K 0.04%
111,588
+2,798
415
$958K 0.04%
93,412
+1,000
416
$956K 0.04%
6,235
-132
417
$952K 0.04%
35,415
-2,976
418
$951K 0.04%
4,569
+8
419
$950K 0.04%
20,352
-9,629
420
$949K 0.04%
8,782
+827
421
$947K 0.04%
18,511
+581
422
$944K 0.04%
39,074
-1,434
423
$942K 0.04%
23,103
+484
424
$942K 0.04%
6,963
-621
425
$936K 0.04%
1,700
+43
15 16
17
18 19