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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.8M 0.58%
392,889
+31,611
27
$7.7M 0.57%
149,625
+13,547
28
$7.36M 0.55%
298,827
+288,612
29
$7.07M 0.52%
14,126
+12,013
30
$7.05M 0.52%
141,784
+116,349
31
$7.03M 0.52%
44,674
-4,072
32
$7.01M 0.52%
80,020
+5,920
33
$6.99M 0.52%
135,350
+13,445
34
$6.86M 0.51%
49,287
+4,249
35
$6.75M 0.5%
266,060
+63,050
36
$6.67M 0.5%
183,822
-4,715
37
$6.59M 0.49%
142,964
+12,820
38
$6.45M 0.48%
127,802
+4,142
39
$6.41M 0.48%
75,357
+9,161
40
$6.38M 0.47%
127,988
-12,047
41
$6.32M 0.47%
32,463
+4,360
42
$6.03M 0.45%
137,082
-954
43
$6M 0.45%
47,229
-8,910
44
$5.97M 0.44%
219,998
+207,918
45
$5.8M 0.43%
206,934
+19,048
46
$5.73M 0.43%
97,525
-12,580
47
$5.63M 0.42%
125,692
+3,552
48
$5.45M 0.41%
21,529
-6,165
49
$5.44M 0.4%
339,080
+24,600
50
$5.43M 0.4%
63,092
+19,241
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