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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$338K 0.03%
+9,315
477
$338K 0.03%
12,924
+3,360
478
$335K 0.03%
3,946
-66
479
$334K 0.03%
10,703
-210
480
$333K 0.03%
612
+113
481
$331K 0.03%
2,611
+44
482
$331K 0.03%
32,388
+209
483
$331K 0.03%
+3,580
484
$329K 0.03%
3,269
-149
485
$328K 0.03%
7,858
+160
486
$327K 0.03%
19,910
+6,021
487
$326K 0.03%
7,174
+1,521
488
$326K 0.03%
+8,502
489
$320K 0.03%
1,324
-169
490
$320K 0.03%
14,390
-1,398
491
$320K 0.03%
20,000
-15,000
492
$320K 0.03%
9,018
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493
$319K 0.03%
9,384
-15
494
$315K 0.03%
4,389
-33
495
$314K 0.03%
5,608
-2,208
496
$313K 0.03%
18,372
-3,167
497
$311K 0.03%
+1,569
498
$310K 0.03%
+6,226
499
$309K 0.03%
+7,390
500
$307K 0.03%
50,430
+2,914
18 19
20
21 22