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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$663K 0.03%
12,450
-9,522
552
$661K 0.03%
6,891
553
$653K 0.02%
10,814
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554
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8,737
-1,172
555
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7,738
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556
$644K 0.02%
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557
$644K 0.02%
5,522
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558
$642K 0.02%
36,830
-76
559
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40,192
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560
$639K 0.02%
5,553
561
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7,706
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562
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18,541
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563
$635K 0.02%
+26,880
564
$634K 0.02%
5,569
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565
$633K 0.02%
16,013
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566
$632K 0.02%
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25,185
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568
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531
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$628K 0.02%
4,522
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570
$624K 0.02%
40,107
571
$623K 0.02%
37,061
-608
572
$620K 0.02%
11,065
+1,195
573
$617K 0.02%
+30,431
574
$617K 0.02%
1,872
-5
575
$609K 0.02%
16,905
-7,260
21 22
23
24 25