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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$261K 0.03%
4,726
+71
452
$259K 0.03%
11,485
+1,161
453
$259K 0.03%
2,543
-5,505
454
$258K 0.03%
6,480
+408
455
$257K 0.03%
6,706
+238
456
$256K 0.03%
+4,800
457
$255K 0.03%
3,916
-1,594
458
$255K 0.03%
15,716
-4,599
459
$250K 0.03%
+13,798
460
$250K 0.03%
4,901
+187
461
$250K 0.03%
2,929
-3,100
462
$249K 0.03%
60,200
+7,500
463
$248K 0.03%
25,675
+435
464
$247K 0.03%
4,300
465
$241K 0.03%
+9,306
466
$240K 0.03%
7,630
+720
467
$239K 0.03%
21,817
+330
468
$237K 0.03%
8,147
+489
469
$235K 0.03%
9,805
+15
470
$233K 0.03%
+4,359
471
$231K 0.03%
1,560
+182
472
$226K 0.03%
10,000
473
$226K 0.03%
2,319
-2,052
474
$226K 0.03%
1,091
+71
475
$225K 0.03%
+4,011
17 18
19
20 21