MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.94M
3
+$7.77M
4
AAPL icon
Apple
AAPL
+$6.76M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.93%
2 Technology 7.65%
3 Healthcare 4.97%
4 Industrials 4%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.76%
+33,772
27
$1.98M 0.75%
+14,149
28
$1.94M 0.73%
+41,983
29
$1.92M 0.73%
+65,497
30
$1.89M 0.71%
+123,118
31
$1.83M 0.69%
+15,090
32
$1.83M 0.69%
+13,304
33
$1.82M 0.69%
+24,968
34
$1.76M 0.66%
+43,204
35
$1.75M 0.66%
+9,947
36
$1.66M 0.63%
+379,411
37
$1.64M 0.62%
+20,056
38
$1.62M 0.61%
+15,140
39
$1.61M 0.61%
+29,436
40
$1.6M 0.61%
+29,902
41
$1.6M 0.6%
+42,038
42
$1.57M 0.59%
+57,880
43
$1.56M 0.59%
+40,973
44
$1.56M 0.59%
+63,193
45
$1.56M 0.59%
+13,948
46
$1.53M 0.58%
+61,366
47
$1.52M 0.57%
+22,518
48
$1.5M 0.57%
+13,977
49
$1.46M 0.55%
+28,014
50
$1.44M 0.54%
+11,333
1
2
3 4 5