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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$732K 0.03%
10,539
+64
527
$731K 0.03%
28,981
+7,239
528
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+11,602
529
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7,466
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530
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36,890
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531
$721K 0.03%
4,244
-1,194
532
$720K 0.03%
126,260
533
$718K 0.03%
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-150
534
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535
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+19,565
536
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81,948
+2,612
537
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283
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538
$706K 0.03%
62,997
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539
$705K 0.03%
11,795
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540
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11,129
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541
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543
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27,006
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36,381
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545
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19,904
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546
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10,002
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547
$671K 0.03%
20,715
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548
$669K 0.03%
6,095
+617
549
$669K 0.03%
2,674
-84
550
$668K 0.03%
14,468
+174
20 21
22
23 24