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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$688K 0.04%
8,426
-3,910
452
$688K 0.04%
2,058
-20
453
$684K 0.04%
5,697
+1
454
$683K 0.04%
30,700
-4,652
455
$682K 0.04%
25,157
+12,830
456
$682K 0.04%
18,665
-2,279
457
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-50
458
$674K 0.04%
12,775
+31
459
$674K 0.04%
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460
$673K 0.04%
9,587
+4,180
461
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22,530
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462
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9,457
-247
463
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12,205
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464
$670K 0.04%
11,551
+3,301
465
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466
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467
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468
$664K 0.04%
18,114
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469
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61,327
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470
$660K 0.04%
12,427
-41,163
471
$658K 0.04%
4,232
-75
472
$654K 0.04%
10,895
+692
473
$652K 0.04%
40,308
-101
474
$650K 0.04%
8,896
-1,001
475
$647K 0.04%
9,339
-3,464
17 18
19
20 21