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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 0.49%
256,240
+71,959
27
$12.6M 0.48%
261,309
+94,615
28
$12.2M 0.46%
70,181
-6,201
29
$12.2M 0.46%
77,513
-865
30
$12.1M 0.46%
42,110
+155
31
$12M 0.46%
72,489
+7,026
32
$11.8M 0.45%
97,816
-5,571
33
$11.7M 0.44%
522,999
-15,600
34
$11.4M 0.43%
404,153
+104,633
35
$11.4M 0.43%
606,140
-40,472
36
$11.3M 0.43%
40,080
+2,654
37
$10.5M 0.4%
44,353
+117
38
$10.5M 0.4%
230,774
-20,817
39
$10.2M 0.39%
441,568
+5,472
40
$10M 0.38%
86,758
+1,977
41
$9.94M 0.38%
37,986
-5,377
42
$9.69M 0.37%
297,660
+101,977
43
$9.2M 0.35%
113,364
+35,625
44
$9M 0.34%
28,988
+845
45
$8.94M 0.34%
290,681
-26,357
46
$8.94M 0.34%
182,803
+26,247
47
$8.88M 0.34%
171,656
-50,981
48
$8.87M 0.34%
170,143
-2,383
49
$8.8M 0.33%
17,999
+79
50
$8.75M 0.33%
352,838
+13,468
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