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
$3.49B
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$84.4M
3
+$45.9M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$21M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$20.2M

Top Sells

1
+$252M
2
+$17.3M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$5.99M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.53M

Sector Composition

1 Technology 10.39%
2 Financials 7.31%
3 Healthcare 3.84%
4 Consumer Discretionary 3.29%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$762K 0.02%
4,550
+488
552
$760K 0.02%
29,867
+704
553
$759K 0.02%
12,761
-20,762
554
$758K 0.02%
4,478
-565
555
$753K 0.02%
19,850
+739
556
$753K 0.02%
146,802
557
$746K 0.02%
+30,567
558
$745K 0.02%
19,350
+11,800
559
$739K 0.02%
7,864
-556
560
$736K 0.02%
8,464
+1,381
561
$734K 0.02%
+23,766
562
$734K 0.02%
21,029
-3,223
563
$734K 0.02%
10,763
+2,960
564
$732K 0.02%
30,307
-75
565
$731K 0.02%
2,746
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$729K 0.02%
5,380
567
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10,455
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$721K 0.02%
64,469
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569
$718K 0.02%
9,148
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570
$718K 0.02%
31,044
-25,289
571
$717K 0.02%
10,925
-536
572
$709K 0.02%
18,252
-1,744
573
$708K 0.02%
132,673
+92,671
574
$705K 0.02%
1,263
+38
575
$705K 0.02%
89,076
+840
21 22
23
24 25