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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.2M 0.03%
17,669
-1,162
402
$1.2M 0.03%
+30,374
403
$1.19M 0.03%
19,609
+1,293
404
$1.19M 0.03%
12,954
-2,427
405
$1.18M 0.03%
30,687
-700
406
$1.17M 0.03%
14,380
-219
407
$1.17M 0.03%
23,418
-4,532
408
$1.16M 0.03%
71,311
+6,957
409
$1.16M 0.03%
27,570
-3,470
410
$1.15M 0.03%
43,448
+3,399
411
$1.15M 0.03%
23,856
+862
412
$1.15M 0.03%
24,340
-7,803
413
$1.14M 0.03%
6,525
-9
414
$1.14M 0.03%
22,370
+11,804
415
$1.14M 0.03%
105,562
+19,974
416
$1.13M 0.03%
36,859
-14,549
417
$1.13M 0.03%
49,102
-17,491
418
$1.12M 0.03%
9,089
-211
419
$1.12M 0.03%
9,990
-9
420
$1.11M 0.03%
2,770
+876
421
$1.11M 0.03%
23,009
+1,396
422
$1.11M 0.03%
+16,239
423
$1.1M 0.03%
4,931
-862
424
$1.1M 0.03%
22,710
-124
425
$1.1M 0.03%
56,268
+2,487
15 16
17
18 19