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
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$461K 0.03%
1,627
-101
552
$460K 0.03%
+753
553
$459K 0.03%
10,525
-3,050
554
$459K 0.03%
7,753
555
$459K 0.03%
8,250
+727
556
$459K 0.03%
5,236
-345
557
$459K 0.03%
17,529
+5,750
558
$455K 0.03%
3,582
+550
559
$455K 0.03%
8,134
-1,791
560
$454K 0.03%
17,219
+968
561
$454K 0.03%
10,651
+103
562
$453K 0.03%
7,740
+1,243
563
$452K 0.03%
7,057
564
$451K 0.03%
8,279
-2,282
565
$450K 0.03%
3,126
-67
566
$449K 0.03%
+3,675
567
$449K 0.03%
9,475
+1,730
568
$447K 0.03%
1,999
+794
569
$446K 0.03%
21,662
570
$444K 0.03%
8,860
+2,808
571
$443K 0.03%
3,685
+1,327
572
$441K 0.03%
7,870
-3,315
573
$439K 0.03%
7,895
+336
574
$437K 0.03%
+14,597
575
$434K 0.03%
+5,595
21 22
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