MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.11M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.48%
222,637
+208
27
$11.6M 0.48%
251,591
+65,895
28
$11.5M 0.47%
76,382
+30,230
29
$11.3M 0.46%
86,352
+1,446
30
$10.8M 0.44%
103,387
+3,524
31
$10.5M 0.43%
646,612
-5,808
32
$10.2M 0.42%
436,096
+22,516
33
$10.1M 0.42%
65,463
+4,596
34
$10M 0.41%
359,930
-20,300
35
$9.97M 0.41%
44,236
+382
36
$9.58M 0.39%
149,915
+52,166
37
$9.4M 0.39%
241,821
+11,277
38
$9.4M 0.39%
317,038
-27,100
39
$9.34M 0.38%
37,426
-9,634
40
$9.27M 0.38%
184,281
-9,987
41
$9.02M 0.37%
84,781
-238
42
$9.01M 0.37%
56,541
-89
43
$9M 0.37%
43,363
+1,240
44
$8.91M 0.37%
278,634
-835
45
$8.89M 0.36%
41,955
-1,999
46
$8.76M 0.36%
165,473
-1,420
47
$8.69M 0.36%
67,161
+17,084
48
$8.67M 0.36%
299,520
-137,058
49
$8.58M 0.35%
78,271
-10,837
50
$8.42M 0.35%
339,370
+14,101
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