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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$744K 0.04%
24,450
-467
427
$743K 0.04%
21,071
+5,089
428
$737K 0.04%
9,234
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429
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430
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431
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432
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14,309
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433
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434
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435
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1,505
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436
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437
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27,600
438
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439
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4,192
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440
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9,559
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441
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442
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443
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444
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24,612
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445
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6,358
-1,192
446
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32,510
-3,200
447
$692K 0.04%
1,282
+7
448
$692K 0.04%
26,512
-13,726
449
$689K 0.04%
12,694
+3,240
450
$688K 0.04%
2,197
+288
16 17
18
19 20