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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$576K 0.03%
16,616
-60
502
$574K 0.03%
22,887
503
$572K 0.03%
7,241
-312
504
$571K 0.03%
+11,871
505
$570K 0.03%
7,057
506
$569K 0.03%
2,755
+756
507
$568K 0.03%
5,842
-537
508
$563K 0.03%
26,400
509
$560K 0.03%
10,816
+3,035
510
$560K 0.03%
7,142
+1,547
511
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6,942
-16,425
512
$557K 0.03%
+11,500
513
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7,073
-3,935
514
$552K 0.03%
2,601
+41
515
$552K 0.03%
8,927
+32
516
$551K 0.03%
9,530
517
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3,678
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518
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8,455
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519
$543K 0.03%
23,950
520
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+5,544
521
$532K 0.03%
30,280
-285
522
$530K 0.03%
+10,381
523
$529K 0.03%
9,894
+9
524
$529K 0.03%
13,326
+8,161
525
$527K 0.03%
+9,419
19 20
21
22 23