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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$306K 0.03%
16,645
+213
502
$305K 0.03%
270
503
$303K 0.03%
7,879
+1,074
504
$302K 0.03%
1,118
505
$301K 0.03%
+1,331
506
$301K 0.03%
1,568
-181
507
$299K 0.03%
+1,514
508
$297K 0.03%
27,161
509
$296K 0.03%
6,972
+129
510
$295K 0.03%
+8,903
511
$294K 0.03%
4,170
512
$292K 0.03%
+1,131
513
$292K 0.03%
23,796
-1,293
514
$291K 0.03%
+1,788
515
$290K 0.03%
22,736
+2,677
516
$287K 0.03%
10,470
+615
517
$286K 0.03%
7,300
+110
518
$285K 0.03%
+6,256
519
$285K 0.03%
+3,966
520
$284K 0.03%
4,794
-244
521
$284K 0.03%
8,819
-14
522
$278K 0.03%
+8,854
523
$278K 0.03%
8,819
+638
524
$277K 0.03%
1,596
-100
525
$273K 0.03%
+5,289
19 20
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