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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$705K 0.03%
9,909
+50
527
$702K 0.03%
+29,252
528
$699K 0.03%
14,892
+4,837
529
$697K 0.03%
6,056
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530
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4,740
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531
$685K 0.03%
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532
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5,674
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533
$681K 0.03%
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534
$679K 0.03%
30,263
-547
535
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44,836
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536
$676K 0.03%
23,825
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537
$674K 0.03%
42,068
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538
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2,758
-127
539
$670K 0.03%
7,367
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540
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14,294
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541
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542
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545
$665K 0.03%
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546
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547
$652K 0.03%
17,326
-30
548
$651K 0.03%
6,994
+144
549
$650K 0.03%
80,461
-200
550
$650K 0.03%
7,825
+2,077
20 21
22
23 24