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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$543K 0.03%
20,818
+1,259
502
$542K 0.03%
28,080
503
$541K 0.03%
+3,342
504
$540K 0.03%
30,565
+125
505
$537K 0.03%
2,463
-2
506
$536K 0.03%
+15,349
507
$528K 0.03%
+1,216
508
$525K 0.03%
35,585
+3,735
509
$523K 0.03%
2,564
+46
510
$522K 0.03%
47,913
+16,028
511
$518K 0.03%
8,400
-300
512
$517K 0.03%
32,340
-1,500
513
$511K 0.03%
+6,686
514
$506K 0.03%
8,311
+1,485
515
$504K 0.03%
8,829
-636
516
$504K 0.03%
7,647
+33
517
$501K 0.03%
33,710
+91
518
$500K 0.03%
+1,974
519
$499K 0.03%
+9,556
520
$498K 0.03%
6,379
+112
521
$497K 0.03%
2,669
+479
522
$497K 0.03%
30,934
+1,934
523
$494K 0.03%
8,244
+194
524
$492K 0.03%
5,210
+623
525
$492K 0.03%
4,256
-1,615
19 20
21
22 23