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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$289K 0.04%
807
-11
452
$287K 0.04%
5,383
-495
453
$287K 0.04%
14,000
454
$284K 0.04%
1,733
455
$281K 0.04%
+2,437
456
$279K 0.04%
+6,375
457
$278K 0.04%
+5,287
458
$278K 0.04%
3,237
-21,426
459
$277K 0.04%
+2,517
460
$275K 0.04%
+2,748
461
$272K 0.04%
4,955
+854
462
$271K 0.04%
6,693
+18
463
$270K 0.04%
1,133
464
$270K 0.04%
+3,079
465
$267K 0.03%
2,006
+71
466
$266K 0.03%
+38,900
467
$266K 0.03%
2,305
+358
468
$262K 0.03%
4,290
+337
469
$262K 0.03%
738
+69
470
$262K 0.03%
+3,829
471
$261K 0.03%
4,300
472
$260K 0.03%
4,714
+944
473
$259K 0.03%
10,147
-1,643
474
$258K 0.03%
6,468
+20
475
$257K 0.03%
+4,594
17 18
19
20 21