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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$851K 0.04%
28,050
-8,380
452
$850K 0.04%
+29,966
453
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2,183
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454
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59,392
-1,571
455
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21,760
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456
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72,732
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457
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9,911
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459
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460
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461
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5,667
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462
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79,652
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463
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34,015
-15,212
464
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3,394
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468
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470
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2,150
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471
$808K 0.04%
10,569
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$806K 0.04%
7,015
-6
473
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24,048
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474
$793K 0.04%
11,156
-2,358
475
$790K 0.04%
24,865
-10,311
17 18
19
20 21