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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.59%
189,089
+5,571
27
$9.39M 0.53%
68,908
+8,532
28
$9.28M 0.52%
167,554
-1,707
29
$8.98M 0.5%
187,063
+11,899
30
$8.93M 0.5%
83,068
+26,754
31
$8.9M 0.5%
166,687
+36,949
32
$8.71M 0.49%
39,152
+964
33
$8.66M 0.48%
38,030
+20
34
$8.59M 0.48%
201,872
-6,763
35
$8.47M 0.47%
61,735
-2,385
36
$8.44M 0.47%
47,603
+406
37
$8.43M 0.47%
257,994
-9,080
38
$8.36M 0.47%
100,255
+2,319
39
$8.08M 0.45%
250,361
+97,011
40
$8.05M 0.45%
151,658
+14,037
41
$7.97M 0.45%
280,347
+81,860
42
$7.97M 0.45%
149,988
+29,697
43
$7.91M 0.44%
159,583
+8,955
44
$7.77M 0.43%
101,678
-98,919
45
$7.4M 0.41%
72,991
-11,448
46
$7.22M 0.4%
141,664
+17,125
47
$7.17M 0.4%
43,257
-671
48
$7.07M 0.4%
43,626
-1,289
49
$7.01M 0.39%
45,895
+168
50
$6.81M 0.38%
126,500
-36,372
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