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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$289K 0.04%
14,000
427
$288K 0.04%
+1,329
428
$287K 0.04%
5,193
-704
429
$286K 0.04%
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+4
430
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3,103
431
$285K 0.04%
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432
$282K 0.04%
6,693
433
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1,133
434
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435
$279K 0.04%
5,202
-7,370
436
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437
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-17
438
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439
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6,900
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440
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10,906
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441
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442
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443
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444
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445
$271K 0.04%
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446
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447
$270K 0.04%
+9,300
448
$266K 0.04%
4,773
+133
449
$262K 0.03%
+7,630
450
$261K 0.03%
4,991
+36
16 17
18
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