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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$467K 0.03%
8,706
+12
502
$467K 0.03%
21,662
-213
503
$465K 0.03%
11,473
-1,575
504
$464K 0.03%
10,444
+57
505
$461K 0.03%
10,178
506
$461K 0.03%
1,680
-906
507
$455K 0.03%
5,581
-30
508
$452K 0.03%
7,662
-99
509
$452K 0.03%
4,856
+39
510
$450K 0.03%
849
511
$449K 0.03%
7,675
+83
512
$449K 0.03%
6,267
+589
513
$447K 0.03%
+10,740
514
$444K 0.03%
16,364
-564
515
$442K 0.03%
6,149
+2,337
516
$442K 0.03%
8,696
-1,855
517
$441K 0.03%
4,587
+627
518
$441K 0.03%
4,080
-32
519
$439K 0.03%
10,548
+1,047
520
$438K 0.03%
1,650
+103
521
$438K 0.03%
29,000
522
$435K 0.03%
7,545
+2,881
523
$434K 0.03%
13,425
-1,197
524
$433K 0.03%
2,382
-3,329
525
$432K 0.03%
+3,193
19 20
21
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