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
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$218K 0.03%
43,011
-1,029
477
$217K 0.03%
12,434
-3,686
478
$217K 0.03%
27,161
-2,599
479
$217K 0.03%
3,750
480
$217K 0.03%
64,890
-50,470
481
$216K 0.03%
8,833
-144
482
$215K 0.03%
7,190
-630
483
$214K 0.03%
8,286
-21,990
484
$214K 0.03%
2,804
+336
485
$214K 0.03%
1,496
-456
486
$213K 0.03%
94,576
+80,262
487
$212K 0.03%
+4,342
488
$211K 0.03%
18,018
-300
489
$211K 0.03%
+2,417
490
$211K 0.03%
4,651
-1,152
491
$210K 0.03%
2,694
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492
$209K 0.03%
9,076
-10,465
493
$209K 0.03%
14,219
+2,754
494
$208K 0.03%
5,653
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495
$207K 0.03%
20,268
+2,556
496
$206K 0.03%
7,851
-1,823
497
$205K 0.03%
4,062
-54
498
$203K 0.03%
11,420
+286
499
$203K 0.03%
+11,356
500
$202K 0.03%
+17,097
18 19
20
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