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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$647K 0.04%
5,942
+6
477
$644K 0.04%
10,075
+2,475
478
$643K 0.04%
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-323
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7,983
480
$641K 0.04%
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481
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17,992
+442
482
$637K 0.04%
13,941
-1,345
483
$635K 0.04%
3,117
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484
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44,491
-7,073
485
$628K 0.04%
+11,371
486
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22,720
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487
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12,788
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488
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13,400
+5,000
489
$606K 0.04%
10,085
+1,841
490
$606K 0.04%
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491
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8,545
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493
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62,722
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494
$598K 0.04%
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495
$594K 0.04%
6,555
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496
$588K 0.03%
+22,730
497
$588K 0.03%
18,805
-8,002
498
$588K 0.03%
3,030
+361
499
$587K 0.03%
3,236
+2
500
$586K 0.03%
21,710
18 19
20
21 22