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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$835K 0.05%
5,064
+154
427
$834K 0.05%
15,454
+1,108
428
$834K 0.05%
7,972
-4,732
429
$832K 0.05%
13,738
-199
430
$829K 0.05%
2,907
+33
431
$827K 0.05%
14,012
+694
432
$824K 0.05%
58,519
+48,480
433
$822K 0.05%
7,457
+503
434
$822K 0.05%
3,966
435
$819K 0.05%
9,296
-1,673
436
$814K 0.05%
13,965
-768
437
$813K 0.05%
11,780
-31,690
438
$812K 0.05%
16,759
-1,781
439
$811K 0.05%
+18,516
440
$807K 0.05%
43,051
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441
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5,778
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442
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7,995
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443
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18,322
-3,542
444
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6,835
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445
$780K 0.04%
29,490
-5,738
446
$778K 0.04%
5,031
+34
447
$776K 0.04%
+70,701
448
$776K 0.04%
22,150
-17,890
449
$774K 0.04%
9,265
+185
450
$774K 0.04%
65,478
+21,750
16 17
18
19 20