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
$1.34B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.6M
3
+$7.11M
4
ADBE icon
Adobe
ADBE
+$6.01M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.78M

Top Sells

1
+$5.98M
2
+$5.84M
3
+$4.77M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.78M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.68M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 5.25%
3 Financials 4.49%
4 Healthcare 4.18%
5 Communication Services 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$433K 0.03%
5,410
-1,180
502
$432K 0.03%
3,746
-1,718
503
$431K 0.03%
1,068
504
$431K 0.03%
13,048
-1,812
505
$430K 0.03%
1,761
-333
506
$426K 0.03%
9,802
+253
507
$425K 0.03%
6,000
508
$422K 0.03%
20,858
-29,590
509
$420K 0.03%
4,740
+244
510
$416K 0.03%
8,478
+114
511
$413K 0.03%
+2,963
512
$412K 0.03%
29,000
-1,706
513
$411K 0.03%
2,667
+22
514
$410K 0.03%
6,737
+952
515
$405K 0.03%
7,340
-182
516
$404K 0.03%
18,669
-2,924
517
$404K 0.03%
5,611
-4,744
518
$402K 0.03%
+7,057
519
$402K 0.03%
16,145
-335
520
$402K 0.03%
13,088
+1,558
521
$402K 0.03%
13,129
-1,321
522
$401K 0.03%
64,911
-54,693
523
$399K 0.03%
+2,460
524
$399K 0.03%
1,393
+46
525
$397K 0.03%
14,550
+817
19 20
21
22 23