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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$638K 0.03%
11,250
+2,650
527
$638K 0.03%
6,551
-407
528
$637K 0.03%
+15,901
529
$636K 0.03%
2,885
+251
530
$629K 0.03%
9,280
-3,468
531
$629K 0.03%
8,091
+825
532
$626K 0.03%
9,285
+53
533
$626K 0.03%
80,661
-13,817
534
$622K 0.03%
28,318
+10,315
535
$620K 0.03%
12,120
-1,840
536
$620K 0.03%
5,342
-482
537
$617K 0.03%
+22,043
538
$614K 0.03%
9,654
-80
539
$603K 0.03%
3,653
+2
540
$601K 0.03%
8,568
+31
541
$598K 0.03%
+32,756
542
$592K 0.03%
17,212
-957
543
$588K 0.03%
6,926
-1,770
544
$587K 0.03%
21,327
-7,065
545
$584K 0.03%
25,725
-3,700
546
$583K 0.03%
5,535
+940
547
$582K 0.03%
9,100
+188
548
$578K 0.03%
51,899
+9,742
549
$574K 0.03%
796
+3
550
$572K 0.03%
+11,374
20 21
22
23 24