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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$526K 0.03%
6,499
+381
527
$525K 0.03%
11,699
+811
528
$522K 0.03%
5,119
-2,052
529
$517K 0.03%
22,665
+1,847
530
$515K 0.03%
20,602
+3,383
531
$514K 0.03%
5,758
+548
532
$514K 0.03%
5,050
+1,226
533
$511K 0.03%
10,697
+2,978
534
$508K 0.03%
25,155
+921
535
$508K 0.03%
6,824
+569
536
$506K 0.03%
16,876
+8,576
537
$506K 0.03%
6,147
+306
538
$499K 0.03%
3,904
-21
539
$497K 0.03%
11,984
-65,819
540
$494K 0.03%
291
541
$493K 0.03%
4,546
+62
542
$490K 0.03%
30,955
+21
543
$490K 0.03%
22,181
+9,072
544
$490K 0.03%
9,446
-32,144
545
$489K 0.03%
32,340
546
$487K 0.03%
8,979
+1,239
547
$486K 0.03%
17,112
+4,585
548
$484K 0.03%
28,080
549
$484K 0.03%
6,897
+881
550
$480K 0.03%
+1,581
20 21
22
23 24