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
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$266K 0.04%
+8,474
427
$264K 0.04%
10,140
+2,283
428
$263K 0.04%
7,415
429
$263K 0.04%
5,038
-13,878
430
$263K 0.04%
4,012
+88
431
$262K 0.04%
25,089
+3,702
432
$262K 0.04%
2,619
-705
433
$262K 0.04%
+1,791
434
$257K 0.03%
+6,170
435
$255K 0.03%
1,118
436
$253K 0.03%
+5,074
437
$253K 0.03%
+6,188
438
$253K 0.03%
6,805
+533
439
$252K 0.03%
4,422
-405
440
$252K 0.03%
9,399
+108
441
$251K 0.03%
13,088
-613
442
$251K 0.03%
10,173
+3,889
443
$251K 0.03%
2,513
-1,287
444
$251K 0.03%
7,088
+4,132
445
$250K 0.03%
4,540
-300
446
$249K 0.03%
+5,161
447
$249K 0.03%
1,312
+32
448
$248K 0.03%
+9,049
449
$247K 0.03%
6,843
+60
450
$247K 0.03%
+1,658
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