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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$913K 0.03%
37,173
+1,138
477
$913K 0.03%
+21,456
478
$912K 0.03%
21,499
-6,187
479
$908K 0.03%
11,359
+421
480
$905K 0.03%
11,936
+528
481
$905K 0.03%
7,431
+51
482
$901K 0.03%
24,701
-400
483
$900K 0.03%
33,983
-5,833
484
$900K 0.03%
20,709
+11,679
485
$899K 0.03%
4,263
+57
486
$896K 0.03%
5,914
-189
487
$895K 0.03%
17,900
-142,463
488
$893K 0.03%
10,352
+1,469
489
$890K 0.03%
10,254
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490
$888K 0.03%
7,795
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491
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26,008
492
$885K 0.03%
24,106
-359
493
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13,511
-1,040
494
$882K 0.03%
16,975
-8,470
495
$879K 0.03%
26,343
+56
496
$879K 0.03%
5,383
+1,643
497
$875K 0.03%
3,545
+1,366
498
$873K 0.03%
+10,788
499
$869K 0.02%
24,173
500
$869K 0.02%
86,480
+12,313
18 19
20
21 22