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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.1M 0.03%
30,519
-1,628
427
$1.09M 0.03%
21,142
+3,576
428
$1.09M 0.03%
5,281
-849
429
$1.09M 0.03%
99,333
430
$1.08M 0.03%
127,020
-12,565
431
$1.08M 0.03%
23,740
-1,872
432
$1.06M 0.03%
9,362
+257
433
$1.06M 0.03%
3,983
+670
434
$1.05M 0.03%
44,869
+4
435
$1.04M 0.03%
17,456
-1,139
436
$1.03M 0.03%
11,032
+5,219
437
$1.03M 0.03%
26,325
+36
438
$1.03M 0.03%
23,963
-631
439
$1.02M 0.03%
2,413
-78
440
$1.02M 0.03%
16,608
+6,674
441
$1.02M 0.03%
2,735
+34
442
$1.01M 0.03%
3,485
-686
443
$1.01M 0.03%
5,706
-96
444
$1.01M 0.03%
18,668
+356
445
$998K 0.03%
8,903
+14
446
$996K 0.03%
15,219
+1,709
447
$995K 0.03%
14,180
+2,871
448
$992K 0.03%
9,400
+3,538
449
$988K 0.03%
25,070
-1,344
450
$988K 0.03%
35,477
-770
16 17
18
19 20