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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$272K 0.03%
+6,500
527
$266K 0.03%
+4,684
528
$265K 0.03%
2,190
-198
529
$264K 0.03%
+8,681
530
$264K 0.03%
4,540
531
$263K 0.03%
7,643
+193
532
$263K 0.03%
+1,896
533
$262K 0.03%
+676
534
$262K 0.03%
1,499
+3
535
$261K 0.03%
46,236
+3,225
536
$261K 0.03%
4,761
+699
537
$258K 0.03%
5,058
+455
538
$256K 0.03%
+20,834
539
$256K 0.03%
+12,274
540
$256K 0.03%
+1,652
541
$253K 0.02%
1,951
+253
542
$252K 0.02%
+3,151
543
$252K 0.02%
+3,487
544
$251K 0.02%
+8,482
545
$251K 0.02%
+5,650
546
$247K 0.02%
18,018
547
$247K 0.02%
20,004
-264
548
$246K 0.02%
+1,153
549
$246K 0.02%
11,143
-3,194
550
$244K 0.02%
+8,183
20 21
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