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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$858K 0.03%
67,750
477
$857K 0.03%
11,338
-5,648
478
$856K 0.03%
9,140
-254
479
$855K 0.03%
67,337
-4,055
480
$854K 0.03%
29,653
-15,182
481
$850K 0.03%
11,454
+875
482
$849K 0.03%
+17,602
483
$848K 0.03%
6,131
-340
484
$847K 0.03%
33,387
+17,164
485
$847K 0.03%
20,259
486
$844K 0.03%
19,711
-9,504
487
$837K 0.03%
+87,314
488
$835K 0.03%
35,507
-4,046
489
$831K 0.03%
24,083
+34
490
$829K 0.03%
18,468
-9,450
491
$829K 0.03%
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492
$824K 0.03%
18,060
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493
$819K 0.03%
44,938
+2,870
494
$808K 0.03%
39,626
-23,715
495
$807K 0.03%
2,696
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496
$807K 0.03%
12,771
+522
497
$806K 0.03%
18,900
-1,722
498
$806K 0.03%
28,298
-3,688
499
$803K 0.03%
6,849
+12
500
$800K 0.03%
10,992
+35
18 19
20
21 22