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
$395M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.83M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
TSE icon
Trinseo
TSE
+$2.38M

Top Sells

1
+$1.69M
2
+$801K
3
+$397K
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$345K
5
LDL
Lydall, Inc.
LDL
+$300K

Sector Composition

1 Technology 8.7%
2 Financials 7.41%
3 Consumer Discretionary 6.06%
4 Industrials 5.9%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.61%
89,406
+23,909
27
$2.38M 0.6%
+32,170
28
$2.33M 0.59%
119,656
+14,250
29
$2.32M 0.59%
14,513
+4,566
30
$2.24M 0.57%
37,974
+4,202
31
$2.18M 0.55%
+106,220
32
$2.13M 0.54%
29,400
+15,600
33
$2.12M 0.54%
86,660
+8,521
34
$2.09M 0.53%
25,060
+8,851
35
$2.09M 0.53%
49,780
+6,576
36
$2.07M 0.53%
38,145
+26,139
37
$2.03M 0.52%
26,954
+19,408
38
$1.93M 0.49%
17,530
+2,390
39
$1.92M 0.49%
+31,710
40
$1.9M 0.48%
41,983
41
$1.9M 0.48%
70,189
+23,385
42
$1.87M 0.47%
125,885
+2,767
43
$1.83M 0.46%
13,473
+169
44
$1.74M 0.44%
14,857
-233
45
$1.72M 0.44%
33,120
+14,420
46
$1.71M 0.43%
43,349
+2,376
47
$1.7M 0.43%
32,664
+2,762
48
$1.69M 0.43%
24,860
-108
49
$1.64M 0.42%
32,805
+28,351
50
$1.64M 0.42%
21,280
+6,125
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