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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$714K 0.03%
15,126
-3,129
502
$707K 0.03%
42,082
-260,628
503
$706K 0.03%
+27,300
504
$705K 0.03%
41,842
-11,027
505
$704K 0.03%
+14,300
506
$703K 0.03%
15,387
-171
507
$696K 0.03%
12,551
-1,343
508
$693K 0.03%
2,473
-461
509
$692K 0.03%
13,990
-270
510
$691K 0.03%
6,895
-402
511
$690K 0.03%
8,283
+707
512
$686K 0.03%
5,068
+39
513
$678K 0.03%
45,021
-6,138
514
$668K 0.03%
3,748
-163
515
$664K 0.03%
127,272
-22,579
516
$664K 0.03%
37,921
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517
$662K 0.03%
11,117
-16,083
518
$660K 0.03%
23,361
+521
519
$657K 0.03%
41,169
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520
$651K 0.03%
834
-315
521
$650K 0.03%
9,624
-6,657
522
$650K 0.03%
6,430
+131
523
$644K 0.03%
261
-26
524
$641K 0.03%
26,976
+10,029
525
$640K 0.03%
7,719
+196
19 20
21
22 23