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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$200K 0.03%
+6,620
452
$188K 0.03%
17,957
453
$184K 0.03%
59,240
+39,747
454
$176K 0.03%
162
+34
455
$169K 0.03%
18,731
+87
456
$162K 0.02%
17,028
+54
457
$160K 0.02%
11,979
-473
458
$158K 0.02%
+10,406
459
$154K 0.02%
16,662
+41
460
$153K 0.02%
4,404
461
$140K 0.02%
6,500
462
$139K 0.02%
14,492
+179
463
$134K 0.02%
11,065
464
$132K 0.02%
16,219
-2,326
465
$128K 0.02%
1,282
466
$125K 0.02%
11,083
+135
467
$105K 0.02%
8,332
468
$101K 0.02%
13,045
-257
469
$98K 0.01%
+19,740
470
$92K 0.01%
+29,960
471
$88K 0.01%
+2,428
472
$76K 0.01%
13,251
473
$67K 0.01%
+2,583
474
$46K 0.01%
+17,500
475
$43K 0.01%
10,300
17 18
19
20 21