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
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.61%
104,936
+1,866
27
$2.61M 0.6%
63,623
-575
28
$2.53M 0.58%
20,869
+1,309
29
$2.52M 0.57%
131,954
+12,298
30
$2.48M 0.57%
14,435
+4,726
31
$2.43M 0.55%
87,866
+1,206
32
$2.42M 0.55%
8,914
+3,663
33
$2.42M 0.55%
29,578
+2,624
34
$2.36M 0.54%
97,201
+7,795
35
$2.35M 0.54%
45,423
+1
36
$2.28M 0.52%
32,170
37
$2.28M 0.52%
27,283
+6,003
38
$2.27M 0.52%
31,710
39
$2.27M 0.52%
21,631
+5,613
40
$2.22M 0.51%
71,588
+1,399
41
$2.21M 0.51%
37,796
-178
42
$2.21M 0.5%
49,616
-164
43
$2.18M 0.5%
41,983
44
$2.17M 0.49%
21,337
+13,639
45
$2.13M 0.49%
18,087
+3,470
46
$2.12M 0.48%
25,411
+351
47
$2.1M 0.48%
36,242
+3,578
48
$2.01M 0.46%
106,220
49
$1.99M 0.45%
52,876
+13,555
50
$1.99M 0.45%
128,567
+2,682
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2
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