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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$224K 0.03%
1,008
+101
477
$223K 0.03%
+11,417
478
$223K 0.03%
1,377
+134
479
$222K 0.03%
+3,924
480
$221K 0.03%
2,718
-4
481
$221K 0.03%
9,129
+125
482
$221K 0.03%
1,225
483
$220K 0.03%
1,737
-13
484
$220K 0.03%
2,777
-101
485
$219K 0.03%
15,450
-1,819
486
$219K 0.03%
+1,381
487
$219K 0.03%
+13,642
488
$219K 0.03%
2,528
-423
489
$218K 0.03%
+5,184
490
$217K 0.03%
+2,680
491
$217K 0.03%
1,842
+231
492
$215K 0.03%
+11,548
493
$214K 0.03%
+6,099
494
$212K 0.03%
+5,825
495
$209K 0.03%
+4,185
496
$209K 0.03%
4,626
497
$208K 0.03%
+3,014
498
$208K 0.03%
+10,615
499
$207K 0.03%
4,855
500
$205K 0.03%
4,308
-382
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