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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$790K 0.04%
23,451
-517
477
$787K 0.04%
5,803
478
$782K 0.04%
20,064
+136
479
$782K 0.04%
5,529
+1,073
480
$780K 0.03%
+29,985
481
$771K 0.03%
15,274
482
$768K 0.03%
13,079
-2
483
$764K 0.03%
7,536
-7,010
484
$762K 0.03%
64,200
+7,190
485
$762K 0.03%
30,957
+4,082
486
$760K 0.03%
5,894
-18
487
$758K 0.03%
20,259
488
$755K 0.03%
20,218
+807
489
$755K 0.03%
22,657
-658
490
$755K 0.03%
33,996
+2,792
491
$749K 0.03%
2,431
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492
$749K 0.03%
+27,132
493
$749K 0.03%
14,769
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494
$747K 0.03%
+12,127
495
$744K 0.03%
9,859
+2,130
496
$735K 0.03%
1,894
+170
497
$735K 0.03%
30,810
-3,213
498
$728K 0.03%
4,778
+51
499
$724K 0.03%
23,429
+16,162
500
$722K 0.03%
12,618
-7
18 19
20
21 22