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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$418K 0.04%
7,017
+3,266
427
$417K 0.04%
8,242
+224
428
$415K 0.04%
16,614
-1,249
429
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2,081
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430
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7,052
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431
$411K 0.04%
8,924
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432
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15,422
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433
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434
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435
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8,284
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436
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437
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3,141
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438
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33,235
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439
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10,021
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440
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441
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444
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27,677
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445
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3,233
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446
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9,616
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447
$387K 0.04%
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448
$383K 0.04%
6,290
+2,446
449
$379K 0.04%
2,700
+303
450
$377K 0.04%
1,273
+22
16 17
18
19 20