MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.03M 0.68%
30,162
+2,644
27
$4.98M 0.68%
139,419
-62,162
28
$4.75M 0.64%
94,098
+36,767
29
$4.64M 0.63%
171,192
+8,740
30
$4.55M 0.62%
30,173
+12,629
31
$4.5M 0.61%
125,261
+56,975
32
$4.46M 0.61%
34,034
+1,131
33
$4.43M 0.6%
300,465
+37,278
34
$4.37M 0.59%
69,810
+2,315
35
$4.25M 0.58%
127,421
+100,976
36
$4.17M 0.57%
138,025
-29,340
37
$4.17M 0.57%
37,878
+2,602
38
$3.97M 0.54%
73,966
+872
39
$3.68M 0.5%
63,380
+5,380
40
$3.65M 0.49%
64,110
-29,067
41
$3.6M 0.49%
61,880
+7,240
42
$3.46M 0.47%
48,511
+2,889
43
$3.45M 0.47%
61,334
+42,603
44
$3.33M 0.45%
34,421
-567
45
$3.3M 0.45%
36,615
+6,241
46
$3.19M 0.43%
36,830
+1,566
47
$3.15M 0.43%
316,792
+34,216
48
$3.07M 0.42%
60,259
+3,739
49
$3.06M 0.41%
33,779
+13,384
50
$3.04M 0.41%
138,322
-11,975
1
2
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