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
$769M
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.82M
3
+$3.33M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.95M

Top Sells

1
+$11M
2
+$9.69M
3
+$6.53M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.3M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.92M

Sector Composition

1 Technology 12.28%
2 Financials 5.5%
3 Consumer Discretionary 4.54%
4 Healthcare 3.93%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$108K 0.01%
34,989
+5,029
552
$107K 0.01%
13,568
+523
553
$106K 0.01%
8,332
554
$102K 0.01%
3,971
+1,543
555
$97K 0.01%
+15,622
556
$79K 0.01%
6,500
557
$69K 0.01%
13,805
+554
558
$64K 0.01%
+10,343
559
$59K 0.01%
2,595
+12
560
$47K 0.01%
+10,726
561
$44K 0.01%
10,300
562
$36K ﹤0.01%
623
563
$20K ﹤0.01%
+51
564
$17K ﹤0.01%
+10,000
565
– –
-10,406
566
– –
-2,367
567
– –
-17,500
568
– –
-14,614
569
– –
-7,509
570
– –
-50,200
571
– –
-28,796
572
– –
-54,400
573
– –
-2,575
574
– –
-13,050
575
– –
-16,662
20 21 22
23
24