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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$257K 0.03%
52,700
477
$256K 0.03%
5,807
+636
478
$256K 0.03%
+2,951
479
$255K 0.03%
2,798
480
$255K 0.03%
+6,360
481
$253K 0.03%
17,269
+1,101
482
$253K 0.03%
+14,533
483
$251K 0.03%
4,655
+136
484
$248K 0.03%
3,267
485
$247K 0.03%
+4,640
486
$247K 0.03%
+2,099
487
$247K 0.03%
25,240
+249
488
$242K 0.03%
+1,445
489
$241K 0.03%
6,072
+25
490
$238K 0.03%
9,787
+1,292
491
$234K 0.03%
9,790
+19
492
$233K 0.03%
4,142
+58
493
$231K 0.03%
+4,690
494
$229K 0.03%
+2,152
495
$229K 0.03%
21,487
-152
496
$228K 0.03%
1,491
+27
497
$228K 0.03%
10,000
498
$226K 0.03%
4,933
+75
499
$225K 0.03%
+1,095
500
$224K 0.03%
+10,324
18 19
20
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