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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$334K 0.04%
+12,300
427
$331K 0.04%
7,356
+117
428
$329K 0.04%
1,260
+65
429
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430
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431
$322K 0.04%
4,339
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432
$322K 0.04%
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433
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434
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20,315
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435
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436
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1,922
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437
$312K 0.04%
1,478
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438
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+10,380
439
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6,150
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440
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445
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446
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3,103
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447
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+33,022
448
$291K 0.04%
25,050
449
$290K 0.04%
+5,126
450
$289K 0.04%
4,769
+44
16 17
18
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