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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$222K 0.03%
7,658
-3,650
502
$222K 0.03%
12,520
503
$220K 0.03%
+1,408
504
$220K 0.03%
1,225
-419
505
$220K 0.03%
+1,750
506
$220K 0.03%
+969
507
$220K 0.03%
+1,611
508
$219K 0.03%
+8,805
509
$217K 0.03%
6,910
+290
510
$217K 0.03%
+1,711
511
$217K 0.03%
1,408
512
$215K 0.03%
1,999
+25
513
$215K 0.03%
2,693
-190
514
$214K 0.03%
15,118
515
$210K 0.03%
+10,162
516
$208K 0.03%
+2,387
517
$206K 0.03%
4,626
518
$206K 0.03%
+1,378
519
$205K 0.03%
+907
520
$205K 0.03%
+2,722
521
$205K 0.03%
+9,004
522
$204K 0.03%
+5,000
523
$204K 0.03%
+4,855
524
$204K 0.03%
+2,878
525
$203K 0.03%
3,547
-5,407
19 20
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