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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$594K 0.04%
9,059
+3,132
477
$593K 0.04%
2,434
+34
478
$593K 0.04%
7,553
-1,361
479
$592K 0.04%
18,288
+4,863
480
$585K 0.03%
10,624
-4,510
481
$585K 0.03%
6,379
+368
482
$583K 0.03%
3,750
483
$582K 0.03%
22,887
+7,624
484
$580K 0.03%
1,055
+112
485
$579K 0.03%
17,831
-133
486
$578K 0.03%
23,950
487
$575K 0.03%
+23,787
488
$574K 0.03%
3,588
-50
489
$571K 0.03%
8,397
+5,139
490
$568K 0.03%
4,961
+580
491
$568K 0.03%
9,180
+474
492
$568K 0.03%
3,925
-376
493
$564K 0.03%
+10,888
494
$559K 0.03%
9,530
495
$556K 0.03%
6,540
+299
496
$554K 0.03%
2,560
+177
497
$554K 0.03%
8,496
+1,695
498
$553K 0.03%
8,428
+84
499
$550K 0.03%
16,676
+312
500
$548K 0.03%
5,010
+154
18 19
20
21 22