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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.68M 0.57%
72,788
+22,852
27
$9.62M 0.57%
37,197
+642
28
$9.12M 0.54%
298,025
+1,349
29
$8.87M 0.52%
39,924
+1,990
30
$8.66M 0.51%
169,628
-65,046
31
$8.41M 0.5%
85,461
-70,278
32
$8.31M 0.49%
14,437
+149
33
$8.24M 0.49%
37,686
-6,012
34
$8.1M 0.48%
298,598
+444
35
$7.99M 0.47%
158,292
+18,364
36
$7.96M 0.47%
158,824
-1,828
37
$7.82M 0.46%
215,962
+77,957
38
$7.73M 0.46%
42,405
+1,545
39
$7.52M 0.45%
101,761
+2,010
40
$7.46M 0.44%
139,991
+8,343
41
$7.41M 0.44%
45,877
+579
42
$7.25M 0.43%
71,412
+11,708
43
$7.12M 0.42%
163,931
+1,672
44
$7.02M 0.42%
114,960
+250
45
$7.01M 0.41%
69,611
-19,479
46
$6.93M 0.41%
170,272
-8,306
47
$6.89M 0.41%
20,984
+767
48
$6.74M 0.4%
348,174
+11,002
49
$6.61M 0.39%
122,402
-417
50
$6.56M 0.39%
316,770
+12,290
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