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
$1.02B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.2M
3
+$8.96M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.63M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.13M

Top Sells

1
+$11.3M
2
+$8.51M
3
+$7.66M
4
VTV icon
Vanguard Value ETF
VTV
+$7.15M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.82M

Sector Composition

1 Technology 11.41%
2 Healthcare 4.71%
3 Financials 4.51%
4 Consumer Discretionary 4.36%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$243K 0.02%
+4,112
552
$242K 0.02%
11,680
+260
553
$242K 0.02%
8,339
-4,951
554
$241K 0.02%
9,413
-800
555
$240K 0.02%
+8,587
556
$237K 0.02%
14,548
-1,365
557
$236K 0.02%
+4,647
558
$236K 0.02%
+5,429
559
$236K 0.02%
+21,300
560
$235K 0.02%
+5,589
561
$235K 0.02%
+1,676
562
$234K 0.02%
+2,686
563
$234K 0.02%
+4,573
564
$234K 0.02%
6,974
-588
565
$234K 0.02%
+2,520
566
$230K 0.02%
7,166
-1,883
567
$229K 0.02%
26,418
-109
568
$227K 0.02%
1,134
-560
569
$226K 0.02%
+697
570
$225K 0.02%
+10,126
571
$225K 0.02%
3,750
572
$224K 0.02%
+11,250
573
$224K 0.02%
14,000
574
$223K 0.02%
+6,203
575
$223K 0.02%
+9,000
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