MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$201K 0.03%
+2,277
502
$200K 0.03%
+3,844
503
$200K 0.03%
3,751
+752
504
$199K 0.03%
14,175
505
$199K 0.03%
20,700
506
$198K 0.03%
26,527
-2,526
507
$198K 0.03%
24,134
+1,269
508
$187K 0.03%
12,099
+3,053
509
$183K 0.02%
+13,889
510
$180K 0.02%
24,970
-81,443
511
$171K 0.02%
25,169
-4,701
512
$166K 0.02%
11,611
-981
513
$164K 0.02%
12,130
+25
514
$163K 0.02%
14,000
515
$158K 0.02%
+22,468
516
$157K 0.02%
15,127
+12
517
$148K 0.02%
11,341
518
$146K 0.02%
19,662
-352
519
$146K 0.02%
20,808
-1,341
520
$140K 0.02%
76,238
-2,246
521
$137K 0.02%
12,699
-32
522
$136K 0.02%
17,313
-11,099
523
$130K 0.02%
11,065
524
$128K 0.02%
53,664
-1,990
525
$123K 0.02%
4,381
+1,000
19 20
21
22 23