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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$814K 0.02%
5,104
+10
527
$813K 0.02%
24,715
-42
528
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9,031
-2,513
529
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10,146
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530
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9,535
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531
$804K 0.02%
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-30
532
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533
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534
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535
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536
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10,363
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537
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1,659
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538
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539
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14,655
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540
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541
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545
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546
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106,106
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547
$773K 0.02%
22,830
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548
$764K 0.02%
2,606
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549
$763K 0.02%
7,179
+1,596
550
$762K 0.02%
29,468
+3,011
20 21
22
23 24