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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$864K 0.02%
11,159
+876
502
$862K 0.02%
42,998
+31,932
503
$860K 0.02%
65,616
-138
504
$858K 0.02%
18,221
-555
505
$854K 0.02%
2,025
-138
506
$848K 0.02%
8,459
+1,437
507
$847K 0.02%
17,924
+717
508
$846K 0.02%
13,345
+7,098
509
$845K 0.02%
+113,377
510
$844K 0.02%
+104,376
511
$841K 0.02%
8,516
-901
512
$841K 0.02%
14,139
-1,591
513
$839K 0.02%
5,470
+1,779
514
$835K 0.02%
156,981
-21,144
515
$834K 0.02%
32,219
-2,298
516
$832K 0.02%
22,241
+6,581
517
$828K 0.02%
16,457
-1,263
518
$825K 0.02%
10,982
+681
519
$822K 0.02%
9,095
-2,656
520
$821K 0.02%
2,889
-179
521
$821K 0.02%
18,937
522
$820K 0.02%
21,374
-1,900
523
$817K 0.02%
13,477
+86
524
$816K 0.02%
15,835
+243
525
$816K 0.02%
3,893
+1,015
19 20
21
22 23