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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$592K 0.03%
6,772
+1,403
527
$591K 0.03%
3,134
+77
528
$589K 0.03%
27,273
-2,247
529
$588K 0.03%
29,930
-200
530
$587K 0.03%
40,000
531
$587K 0.03%
4,362
+2,130
532
$586K 0.03%
38,432
+4,967
533
$584K 0.03%
24,553
+2,514
534
$579K 0.03%
5,491
-3,018
535
$578K 0.03%
25,323
+1,071
536
$577K 0.03%
5,680
-427
537
$577K 0.03%
4,925
+582
538
$575K 0.03%
15,193
-700
539
$575K 0.03%
8,772
+124
540
$573K 0.03%
19,976
-31,908
541
$559K 0.03%
+5,042
542
$554K 0.03%
2,352
+261
543
$552K 0.03%
7,650
+1
544
$552K 0.03%
8,306
-1,134
545
$550K 0.03%
+14,389
546
$550K 0.03%
18,136
+1,278
547
$550K 0.03%
8,127
+1,206
548
$549K 0.03%
6,905
-533
549
$547K 0.03%
14,968
+65
550
$546K 0.03%
28,052
-1,270
20 21
22
23 24