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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.78M 0.57%
60,286
+31,867
27
$5.73M 0.56%
51,376
+16,955
28
$5.64M 0.55%
337,731
+37,266
29
$5.58M 0.55%
50,019
-45,810
30
$5.56M 0.55%
78,460
+15,080
31
$5.49M 0.54%
145,178
-153,922
32
$5.42M 0.53%
105,277
+11,179
33
$5.21M 0.51%
43,618
+5,740
34
$5.11M 0.5%
181,850
+10,658
35
$5.08M 0.5%
89,445
+31,910
36
$5.06M 0.5%
42,721
+8,942
37
$4.98M 0.49%
90,295
+16,329
38
$4.92M 0.48%
30,019
+14,407
39
$4.85M 0.48%
84,041
+22,707
40
$4.82M 0.47%
19,232
+6,273
41
$4.82M 0.47%
132,874
-5,151
42
$4.78M 0.47%
70,916
+39,820
43
$4.78M 0.47%
41,422
+25,644
44
$4.67M 0.46%
46,648
+36,238
45
$4.63M 0.46%
41,504
+29,084
46
$4.56M 0.45%
64,460
+2,580
47
$4.49M 0.44%
28,693
-25,999
48
$4.44M 0.44%
47,165
+10,550
49
$4.33M 0.43%
44,158
+4,971
50
$4.32M 0.42%
65,180
+1,070
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