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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.14M 0.68%
147,647
+6,851
27
$4.61M 0.61%
17,130
-4,567
28
$4.6M 0.61%
66,744
+9,937
29
$4.53M 0.6%
87,850
-507
30
$4.41M 0.58%
94,622
+85,576
31
$4.3M 0.57%
58,297
-2,945
32
$4.2M 0.56%
49,537
-9,885
33
$4.2M 0.55%
32,232
+1,716
34
$4.2M 0.55%
14,134
-3,886
35
$4.15M 0.55%
+38,850
36
$4.14M 0.55%
145,003
+10,929
37
$4.06M 0.54%
+145,589
38
$4.03M 0.53%
22,622
-1,689
39
$4.02M 0.53%
35,551
-844
40
$3.98M 0.53%
31,957
+4,120
41
$3.92M 0.52%
207,348
+9,873
42
$3.9M 0.51%
197,444
-69,447
43
$3.88M 0.51%
32,754
+2,611
44
$3.8M 0.5%
29,363
+1,399
45
$3.69M 0.49%
61,086
-4,068
46
$3.42M 0.45%
68,107
-74
47
$3.41M 0.45%
55,880
-4,060
48
$3.33M 0.44%
123,714
+3,228
49
$3.27M 0.43%
27,805
+1,331
50
$3.25M 0.43%
53,211
-4,879
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