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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$676K 0.04%
12,390
+4,295
452
$674K 0.04%
2,078
+58
453
$666K 0.04%
9,885
+856
454
$665K 0.04%
62,564
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455
$664K 0.04%
+6,331
456
$663K 0.04%
2,798
-33
457
$656K 0.04%
8,669
+4,393
458
$652K 0.04%
3,234
+2,300
459
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4,307
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460
$644K 0.04%
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-459
461
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7,983
-2,897
462
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4,087
+174
463
$628K 0.04%
15,982
+3,546
464
$627K 0.04%
5,696
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465
$626K 0.04%
20,981
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467
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12,853
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468
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15,337
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469
$618K 0.04%
10,203
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470
$618K 0.04%
26,400
+10,000
471
$614K 0.04%
34,818
+24,430
472
$607K 0.04%
8,223
+727
473
$603K 0.04%
2,298
+15
474
$599K 0.04%
9,454
+2,410
475
$597K 0.04%
22,585
+592
17 18
19
20 21