MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$246K 0.03%
1,694
-48
452
$245K 0.03%
17,999
-1,000
453
$243K 0.03%
15,913
-241
454
$242K 0.03%
9,564
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455
$236K 0.03%
9,855
-10,381
456
$234K 0.03%
+5,305
457
$234K 0.03%
2,385
-6,077
458
$233K 0.03%
4,235
-276
459
$231K 0.03%
10,213
460
$230K 0.03%
1,696
+307
461
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47,516
+16,528
462
$230K 0.03%
4,399
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463
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+270
464
$227K 0.03%
1,729
-3,906
465
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466
$226K 0.03%
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467
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469
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$222K 0.03%
16,432
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471
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$221K 0.03%
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-329
473
$220K 0.03%
499
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474
$219K 0.03%
7,562
+170
475
$218K 0.03%
4,603
-409
17 18
19
20 21