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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$643K 0.04%
13,714
+7,962
502
$643K 0.04%
5,477
-68
503
$642K 0.04%
6,849
-50
504
$642K 0.04%
23,950
505
$633K 0.04%
4,037
-201
506
$632K 0.04%
9,522
-567
507
$632K 0.04%
2,400
508
$628K 0.04%
6,905
-1,587
509
$627K 0.04%
1,304
+15
510
$626K 0.04%
3,332
-173
511
$623K 0.03%
1,597
-118
512
$622K 0.03%
14,030
+4,500
513
$621K 0.03%
9,469
-612
514
$616K 0.03%
7,947
-104
515
$615K 0.03%
301
+36
516
$608K 0.03%
22,034
+2,418
517
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11,588
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518
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13,347
-4,428
519
$601K 0.03%
17,269
+2,862
520
$600K 0.03%
8,505
-150
521
$599K 0.03%
5,976
-65
522
$596K 0.03%
2,677
+207
523
$594K 0.03%
16,443
+9,114
524
$593K 0.03%
22,755
-4,104
525
$593K 0.03%
10,220
+117
19 20
21
22 23