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
$507M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.42M
3
+$2.62M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.38M

Top Sells

1
+$11.3M
2
+$8.23M
3
+$6.82M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.03M

Sector Composition

1 Technology 13.11%
2 Financials 6.4%
3 Consumer Discretionary 5.24%
4 Healthcare 4.72%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 0.63%
104,131
+68,651
27
$3.2M 0.63%
29,184
+1,431
28
$2.94M 0.58%
179,073
+81,567
29
$2.84M 0.56%
80,833
-1,434
30
$2.84M 0.56%
26,097
+211
31
$2.73M 0.54%
27,034
-4,851
32
$2.73M 0.54%
37,464
+179
33
$2.62M 0.52%
58,626
+44,507
34
$2.58M 0.51%
102,084
+1,530
35
$2.58M 0.51%
28,075
+1,086
36
$2.57M 0.51%
19,612
-1,001
37
$2.49M 0.49%
50,417
-303
38
$2.48M 0.49%
25,381
+1,733
39
$2.44M 0.48%
99,048
+909
40
$2.41M 0.47%
72,500
+5,690
41
$2.38M 0.47%
+90,294
42
$2.38M 0.47%
+81,328
43
$2.33M 0.46%
41,501
+646
44
$2.3M 0.45%
36,970
-109,680
45
$2.29M 0.45%
43,900
+1,320
46
$2.28M 0.45%
105,953
+929
47
$2.28M 0.45%
127,054
-13,297
48
$2.08M 0.41%
20,789
+735
49
$2.06M 0.41%
38,213
+33,256
50
$2.06M 0.41%
33,711
+546
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