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
$675M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.64M
3
+$6.61M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.6M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$5.11M

Top Sells

1
+$2.02M
2
+$1.99M
3
+$1.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.86M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Technology 12.12%
2 Financials 5.37%
3 Consumer Discretionary 4.77%
4 Healthcare 3.9%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$38K 0.01%
+623
477
$13K ﹤0.01%
19,009
+2,256
478
$8K ﹤0.01%
+10,102
479
– –
-968
480
– –
-5,809
481
– –
-10,863
482
– –
-2,635
483
– –
-11,710
484
– –
-5,887
485
– –
-9,376
486
– –
-7,565
487
– –
-14,200
488
– –
-12,800
489
– –
-19,760
490
– –
-9,195
491
– –
-21,460
492
– –
-20,048
493
– –
-8,521
494
– –
-10,115
495
– –
-18,300
496
– –
-3,402
497
– –
-8,189
498
– –
-41,617
499
– –
-14,610
500
– –
-77,786
17 18 19
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