MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$119K 0.02%
13,900
-800
527
$118K 0.02%
16,121
-1,167
528
$116K 0.02%
11,026
-5,524
529
$115K 0.02%
18,700
530
$114K 0.02%
15,233
-13,645
531
$108K 0.01%
11,632
+154
532
$106K 0.01%
6,163
-1,202
533
$105K 0.01%
10,291
+621
534
$101K 0.01%
13,912
+26
535
$99K 0.01%
6,501
+2,391
536
$95K 0.01%
+12,004
537
$94K 0.01%
19,405
+3,998
538
$88K 0.01%
4,355
+3
539
$83K 0.01%
+11,594
540
$80K 0.01%
12,508
-1,926
541
$80K 0.01%
10,508
+9,885
542
$77K 0.01%
11,319
+21
543
$75K 0.01%
60,200
544
$70K 0.01%
+10,356
545
$65K 0.01%
11,439
-483
546
$64K 0.01%
15,248
-1,599
547
$53K 0.01%
14,801
-80,766
548
$41K 0.01%
43,100
-129,733
549
$39K 0.01%
10,286
-141
550
$35K ﹤0.01%
+23,341
20 21
22
23 24