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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$224K 0.03%
+523
427
$224K 0.03%
21,639
-792
428
$220K 0.03%
+6,353
429
$220K 0.03%
+3,770
430
$220K 0.03%
+1,947
431
$216K 0.03%
+2,480
432
$216K 0.03%
+4,204
433
$216K 0.03%
+1,971
434
$214K 0.03%
2,937
-750
435
$214K 0.03%
+1,408
436
$213K 0.03%
+4,858
437
$213K 0.03%
5,907
-1,234
438
$213K 0.03%
+12,520
439
$211K 0.03%
10,000
440
$210K 0.03%
+1,464
441
$209K 0.03%
15,118
442
$208K 0.03%
1,974
443
$208K 0.03%
+962
444
$208K 0.03%
+2,883
445
$205K 0.03%
+2,221
446
$205K 0.03%
+4,101
447
$204K 0.03%
+8,495
448
$203K 0.03%
+1,808
449
$202K 0.03%
5,000
450
$200K 0.03%
+4,626
16 17
18
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