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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 0.51%
84,906
+2,817
27
$10.9M 0.49%
56,881
+18,532
28
$10.8M 0.48%
60,867
+2,857
29
$10.6M 0.47%
222,429
-600
30
$10.4M 0.47%
91,601
+14,338
31
$10.1M 0.45%
344,138
-16,500
32
$10M 0.45%
47,060
+4,347
33
$9.74M 0.44%
194,268
-17,190
34
$9.44M 0.42%
413,580
+13,490
35
$9.43M 0.42%
85,019
-385
36
$9.39M 0.42%
89,108
+62,891
37
$9.33M 0.42%
381,065
-75,247
38
$9.15M 0.41%
56,630
+2,235
39
$9.11M 0.41%
43,854
+1,513
40
$9.08M 0.41%
230,544
+83,160
41
$9.06M 0.41%
652,420
+35,264
42
$8.86M 0.4%
99,863
+11,148
43
$8.69M 0.39%
27,524
+558
44
$8.55M 0.38%
279,469
+37,171
45
$8.48M 0.38%
104,450
-43,697
46
$8.34M 0.37%
185,696
-73,310
47
$8.32M 0.37%
166,893
-624
48
$8.24M 0.37%
74,709
+187
49
$8.03M 0.36%
325,269
+250,130
50
$7.96M 0.36%
52,519
+379
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