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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.86M 0.63%
140,796
+56,229
27
$4.69M 0.61%
24,311
+1,085
28
$4.68M 0.61%
353,874
+34,340
29
$4.51M 0.59%
61,242
+53,747
30
$4.26M 0.55%
30,516
+1,057
31
$4.23M 0.55%
88,357
+4,206
32
$4.05M 0.53%
36,395
+9,633
33
$3.9M 0.51%
27,964
+1,779
34
$3.87M 0.5%
56,807
+7,491
35
$3.75M 0.49%
30,143
+2,956
36
$3.72M 0.48%
65,154
+9,327
37
$3.71M 0.48%
42,859
+38,518
38
$3.69M 0.48%
197,475
+16,080
39
$3.65M 0.47%
45,659
+8,658
40
$3.57M 0.46%
58,090
+18,811
41
$3.46M 0.45%
136,740
+80,802
42
$3.39M 0.44%
134,074
+20,375
43
$3.38M 0.44%
44,040
+18,648
44
$3.28M 0.43%
49,847
+10,898
45
$3.27M 0.43%
68,181
+43,432
46
$3.24M 0.42%
59,940
+8,200
47
$3.21M 0.42%
51,946
+39,826
48
$3.19M 0.41%
120,486
+14,426
49
$3.13M 0.41%
53,327
-18,240
50
$3.11M 0.4%
+61,846
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