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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$984K 0.03%
22,527
+576
452
$983K 0.03%
3,679
+161
453
$981K 0.03%
9,192
-853
454
$967K 0.03%
169,333
-385
455
$959K 0.03%
8,285
-881
456
$959K 0.03%
+26,276
457
$956K 0.03%
9,252
+4,073
458
$954K 0.03%
8,395
-127
459
$953K 0.03%
4,297
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460
$949K 0.03%
4,390
-128
461
$948K 0.03%
20,021
-146
462
$946K 0.03%
65,779
+55
463
$946K 0.03%
+37,060
464
$945K 0.03%
9,844
-1,318
465
$944K 0.03%
8,095
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466
$944K 0.03%
9,299
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467
$935K 0.03%
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468
$934K 0.03%
3,025
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469
$933K 0.03%
302,039
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470
$931K 0.03%
6,938
-140
471
$929K 0.03%
92,554
+16,466
472
$926K 0.03%
+38,117
473
$922K 0.03%
23,641
-850
474
$919K 0.03%
60,083
-127
475
$914K 0.03%
9,641
+5
17 18
19
20 21