MA
Mutual Advisors Portfolio holdings
AUM $3.49B
AUM
$3.49B
AUM Growth
+$39.4M (+1%)
Cap. Flow
+$219M
Cap. Flow % of AUM
6.26%
Top 10 Holdings %Top 10 Hldgs %
30.27%
Holding
1,174
New
107
Increased
488
Reduced
432
Closed
94
Top Buys
| 1 | $164M | |
| 2 | $84.4M | |
| 3 | $45.9M | |
| 4 | $21M | |
| 5 | $20.2M |
Top Sells
| 1 | $252M | |
| 2 | $17.3M | |
| 3 | $7.12M | |
| 4 | $5.99M | |
| 5 | $4.53M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Communication Services | 3.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $984K | 0.03% | 22,527 +576 | +3% | +$25.1K | |||
| $983K | 0.03% | 3,679 +161 | +5% | +$43K | |||
| $981K | 0.03% | 9,192 -853 | -8% | -$91.1K | |||
| $967K | 0.03% | 169,333 -385 | -0.2% | -$2.2K | |||
| $959K | 0.03% | 8,285 -881 | -10% | -$102K | |||
| $959K | 0.03% | 26,276 | New | +$959K | |||
| $956K | 0.03% | 9,252 +4,073 | +79% | +$421K | |||
| $954K | 0.03% | 8,395 -127 | -1% | -$14.4K | |||
| $953K | 0.03% | 4,297 +395 | +10% | +$87.6K | |||
| $949K | 0.03% | 4,390 -128 | -3% | -$27.7K | |||
| $948K | 0.03% | 20,021 -146 | -0.7% | -$6.91K | |||
| $946K | 0.03% | 65,779 +55 | +0.1% | +$791 | |||
| $946K | 0.03% | 37,060 | New | +$946K | |||
| $945K | 0.03% | 9,844 -1,318 | -12% | -$127K | |||
| $944K | 0.03% | 8,095 -565 | -7% | -$65.9K | |||
| $944K | 0.03% | 9,299 -1,144 | -11% | -$116K | |||
| $935K | 0.03% | 35,272 | New | +$935K | |||
| $934K | 0.03% | 3,025 -642 | -18% | -$198K | |||
| $933K | 0.03% | 302,039 -119,653 | -28% | -$370K | |||
| $931K | 0.03% | 6,938 -140 | -2% | -$18.8K | |||
| $929K | 0.03% | 92,554 +16,466 | +22% | +$165K | |||
| $926K | 0.03% | 38,117 | New | +$926K | |||
| $922K | 0.03% | 23,641 -850 | -3% | -$33.2K | |||
| $919K | 0.03% | 60,083 -127 | -0.2% | -$1.94K | |||
| $914K | 0.03% | 9,641 +5 | +0.1% | +$474 |
