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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$203K 0.03%
17,957
527
$203K 0.03%
+1,528
528
$202K 0.03%
+2,441
529
$202K 0.03%
+7,179
530
$202K 0.03%
5,000
531
$201K 0.03%
1,945
+137
532
$201K 0.03%
+1,020
533
$200K 0.03%
+1,243
534
$193K 0.03%
206
+44
535
$189K 0.02%
+10,557
536
$189K 0.02%
+3,741
537
$170K 0.02%
17,107
+79
538
$166K 0.02%
12,018
+39
539
$159K 0.02%
+10,661
540
$158K 0.02%
50,726
-8,514
541
$155K 0.02%
15,943
+1,451
542
$144K 0.02%
17,407
+1,188
543
$140K 0.02%
1,455
+173
544
$138K 0.02%
+3,777
545
$138K 0.02%
18,913
-827
546
$137K 0.02%
11,065
547
$136K 0.02%
99,672
-10,000
548
$134K 0.02%
11,214
+131
549
$132K 0.02%
4,404
550
$131K 0.02%
13,797
-4,934
20 21
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