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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$570K 0.03%
23,777
-5,348
552
$566K 0.03%
12,911
+673
553
$566K 0.03%
69,255
-9,887
554
$555K 0.02%
11,333
-712
555
$555K 0.02%
5,845
+515
556
$552K 0.02%
17,515
+4,169
557
$551K 0.02%
+14,862
558
$548K 0.02%
6,553
+169
559
$548K 0.02%
39,782
-9,065
560
$546K 0.02%
21,211
-2,340
561
$546K 0.02%
8,536
-667
562
$545K 0.02%
3,857
+1,413
563
$541K 0.02%
8,116
-747
564
$540K 0.02%
8,943
+138
565
$538K 0.02%
3,843
+230
566
$537K 0.02%
5,876
-750
567
$531K 0.02%
5,190
+5
568
$531K 0.02%
6,332
-2,918
569
$530K 0.02%
5,794
-564
570
$530K 0.02%
+8,562
571
$529K 0.02%
5,484
+183
572
$528K 0.02%
17,356
+636
573
$522K 0.02%
15,087
+4,961
574
$522K 0.02%
7,300
+671
575
$522K 0.02%
+4,238
21 22
23
24 25