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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$491K 0.03%
2,610
+228
527
$490K 0.03%
6,118
-2,400
528
$487K 0.03%
24,239
-4,088
529
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312
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530
$485K 0.03%
1,039
531
$484K 0.03%
8,329
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532
$481K 0.03%
7,600
+1,244
533
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4,484
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534
$479K 0.03%
7,809
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535
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536
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10,965
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537
$478K 0.03%
5,841
-1,055
538
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+11,261
539
$475K 0.03%
10,393
-51
540
$474K 0.03%
55,070
541
$473K 0.03%
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$473K 0.03%
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543
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7,797
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544
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545
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546
$467K 0.03%
24,234
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547
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1,632
-18
548
$465K 0.03%
7,794
+389
549
$465K 0.03%
6,481
+2,832
550
$464K 0.03%
6,255
+106
20 21
22
23 24