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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$752K 0.04%
21,710
427
$752K 0.04%
51,564
+162
428
$749K 0.04%
6,958
429
$747K 0.04%
9,023
-124
430
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20,284
+2,884
431
$739K 0.04%
11,590
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432
$736K 0.04%
5,936
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433
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2,762
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434
$731K 0.04%
7,171
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435
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27,600
436
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9,897
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437
$721K 0.04%
15,007
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438
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1,425
-12
439
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14,940
+1,436
440
$714K 0.04%
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441
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442
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40,409
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443
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15,286
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444
$697K 0.04%
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445
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10,283
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446
$692K 0.04%
9,704
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447
$689K 0.04%
11,311
-883
448
$687K 0.04%
47,040
449
$686K 0.04%
6,060
-797
450
$677K 0.04%
7,340
-300
16 17
18
19 20