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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$699K 0.04%
4,225
-112
477
$697K 0.04%
+43,727
478
$697K 0.04%
8,952
-1,547
479
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9,381
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481
$691K 0.04%
11,910
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482
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483
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19,048
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484
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19,238
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485
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571
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486
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32,390
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487
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23,012
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488
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40,230
-4,555
489
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490
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491
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492
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493
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494
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495
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496
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1,609
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497
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+16,000
498
$649K 0.04%
23,063
+12,452
499
$646K 0.04%
2,582
-310
500
$646K 0.04%
26,513
+2,597
18 19
20
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