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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 0.53%
149,403
+1,870
27
$18.3M 0.53%
725,674
+79,446
28
$17.6M 0.5%
383,219
+40,292
29
$16.6M 0.47%
16,965
+1,333
30
$15.9M 0.45%
+173,534
31
$15.8M 0.45%
143,830
-130
32
$15.5M 0.44%
238,765
+32,665
33
$15.2M 0.44%
53,381
+4,642
34
$15.2M 0.43%
594,324
+4,801
35
$14.9M 0.43%
308,813
+22,770
36
$14.8M 0.42%
641,700
+5,823
37
$14.7M 0.42%
43,894
-2,016
38
$14.4M 0.41%
456,873
+28,070
39
$14.1M 0.4%
301,161
+10,716
40
$14.1M 0.4%
547,828
-17,152
41
$13.6M 0.39%
131,492
+100,567
42
$13.5M 0.39%
24,762
+13,807
43
$13.1M 0.37%
62,641
-6,263
44
$12.6M 0.36%
210,995
+2,943
45
$12.5M 0.36%
33,102
-4,484
46
$12.2M 0.35%
129,438
-11,980
47
$12.1M 0.35%
126,771
+12,011
48
$11.8M 0.34%
61,184
+3,850
49
$11.7M 0.34%
230,424
-19,377
50
$11.6M 0.33%
230,386
+59,905
1
2
3 4 5