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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.42M 0.58%
97,671
+38,774
27
$8.35M 0.57%
130,496
+2,508
28
$8.3M 0.57%
80,260
+240
29
$8.25M 0.56%
508,360
+169,280
30
$7.94M 0.54%
173,996
-40,746
31
$7.9M 0.54%
19,926
-14,062
32
$7.67M 0.53%
83,775
+73,007
33
$7.58M 0.52%
+205,759
34
$7.45M 0.51%
45,337
+663
35
$7.38M 0.51%
273,540
+7,480
36
$7.27M 0.5%
47,738
+509
37
$7.19M 0.49%
40,626
-7,541
38
$7.13M 0.49%
122,599
+25,074
39
$7.08M 0.48%
58,165
+26,793
40
$7.06M 0.48%
138,270
-11,355
41
$6.99M 0.48%
76,948
+13,856
42
$6.99M 0.48%
33,812
+1,349
43
$6.75M 0.46%
52,679
+45,243
44
$6.7M 0.46%
76,413
+1,056
45
$6.62M 0.45%
+64,921
46
$6.59M 0.45%
13,867
-259
47
$6.53M 0.45%
50,174
-13,027
48
$6.42M 0.44%
47,423
-1,864
49
$6.35M 0.43%
97,547
-75,073
50
$6.34M 0.43%
337,198
+163,424
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