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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$376K 0.04%
3,514
-11,926
452
$374K 0.04%
+3,054
453
$374K 0.04%
7,253
+560
454
$374K 0.04%
+15,179
455
$371K 0.04%
2,706
-2,421
456
$370K 0.04%
1,186
-126
457
$368K 0.04%
4,162
+1,358
458
$366K 0.04%
3,727
+1,450
459
$365K 0.04%
2,953
+347
460
$362K 0.04%
6,944
+419
461
$361K 0.04%
+7,185
462
$359K 0.04%
2,669
+102
463
$359K 0.04%
7,013
-536
464
$351K 0.03%
9,617
-115,644
465
$349K 0.03%
18,399
466
$349K 0.03%
861
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467
$348K 0.03%
8,065
+285
468
$346K 0.03%
8,056
-249
469
$345K 0.03%
7,402
-48
470
$343K 0.03%
7,540
471
$342K 0.03%
1,831
+173
472
$341K 0.03%
16,404
+124
473
$341K 0.03%
1,770
+297
474
$340K 0.03%
6,863
+1,702
475
$339K 0.03%
+3,870
17 18
19
20 21