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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 0.68%
16,139
+903
27
$4.52M 0.67%
84,151
+3,608
28
$4.16M 0.62%
71,567
+1,731
29
$4.14M 0.61%
78,722
+73,402
30
$3.96M 0.59%
138,859
+73,506
31
$3.96M 0.59%
319,534
+31,790
32
$3.87M 0.57%
23,226
+3,614
33
$3.66M 0.54%
26,185
+791
34
$3.61M 0.53%
75,696
+55,080
35
$3.54M 0.52%
+70,283
36
$3.35M 0.5%
27,187
+1,090
37
$3.31M 0.49%
181,395
+2,322
38
$3.3M 0.49%
55,827
+14,326
39
$3.27M 0.48%
29,459
+275
40
$3.24M 0.48%
+49,316
41
$3.06M 0.45%
27,133
+99
42
$3.04M 0.45%
51,740
+15,780
43
$3.03M 0.45%
158,867
+31,813
44
$3M 0.44%
52,325
+1,908
45
$2.94M 0.43%
37,001
-463
46
$2.93M 0.43%
100,790
+1,742
47
$2.92M 0.43%
26,762
+13,735
48
$2.86M 0.42%
18,912
+15,608
49
$2.83M 0.42%
41,648
+28,160
50
$2.81M 0.42%
27,019
-1,056
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