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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 0.59%
43,698
+2,501
27
$9.7M 0.58%
183,038
-412
28
$9.39M 0.56%
89,090
+2,785
29
$9.06M 0.54%
+296,676
30
$8.65M 0.51%
100,434
+2,763
31
$8.45M 0.5%
37,934
+4,122
32
$8.37M 0.5%
14,288
+421
33
$8.28M 0.49%
36,555
+13,707
34
$8.17M 0.48%
52,510
+4,772
35
$8.14M 0.48%
61,393
+8,714
36
$8.14M 0.48%
298,154
+72,634
37
$7.98M 0.47%
160,652
-13,344
38
$7.87M 0.47%
89,387
+33,991
39
$7.71M 0.46%
40,860
+234
40
$7.55M 0.45%
54,904
+16,155
41
$7.46M 0.44%
45,298
-39
42
$7.46M 0.44%
15,188
+1,980
43
$7.4M 0.44%
70,209
+5,288
44
$7.39M 0.44%
131,648
+1,152
45
$7.36M 0.44%
+178,578
46
$7.25M 0.43%
99,751
+2,204
47
$7.21M 0.43%
139,928
+12,275
48
$6.88M 0.41%
44,672
+15,226
49
$6.88M 0.41%
122,819
+220
50
$6.87M 0.41%
162,259
+10,313
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