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
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.3M
3
+$4.93M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.15M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$4.06M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.02M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$205K 0.03%
+1,624
502
$204K 0.03%
4,170
+28
503
$204K 0.03%
17,257
-700
504
$203K 0.03%
+7,040
505
$201K 0.03%
+6,380
506
$200K 0.03%
+5,951
507
$200K 0.03%
20,935
+4,992
508
$188K 0.02%
+10,861
509
$180K 0.02%
11,389
+832
510
$180K 0.02%
3,866
+125
511
$173K 0.02%
17,185
+78
512
$173K 0.02%
12,055
+37
513
$172K 0.02%
54,496
+3,770
514
$168K 0.02%
4,779
+1,002
515
$163K 0.02%
11,341
-3,777
516
$157K 0.02%
+10,110
517
$142K 0.02%
11,065
518
$136K 0.02%
13,836
+39
519
$135K 0.02%
11,347
+133
520
$127K 0.02%
3,381
-1,023
521
$125K 0.02%
1,376
-79
522
$121K 0.02%
230
+24
523
$119K 0.02%
14,471
-2,936
524
$106K 0.01%
14,125
+557
525
$105K 0.01%
16,075
-2,838
19 20
21
22 23